Eric
Ludy
West Chester Capital Advisors Inc
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About this Advisor
Eric Ludy is a financial advisor who works out of Johnstown, Pennsylvania with 1 year of relevant experience. Ludy is on the advisory team at West Chester Capital Advisors Inc. Ludy has gained experience at West Chester Capital Advisors Inc and West Chester Capital Advisors, Inc. Ludy holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Pennsylvania. West Chester Capital Advisors Inc is a financial advisory company that has its headquarters in Johnstown, PA. It administers $918 million in total assets between its 1,111 accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,111 accounts, 32% are associated with high-net-worth clients who have more than $1 million in assets. The business provides a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and publication of newsletters. Financial advisory fee schedules largely depend on the type of financial services provided. However, fee types charged by West Chester Capital Advisors Inc most likely are comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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West Chester Capital Advisors Inc Brokerage Details
$918,335,859
5
1,111
$826,585
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
Eric Ludy Work History
Eric has been registered as a financial advisor for 1 years.*
West Chester Capital Advisors, Inc
West Chester Capital Advisors Inc
West Chester Capital Advisors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Ludy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at West Chester Capital Advisors Inc
Johnstown, PA
Johnstown, PA
Johnstown, PA
Johnstown, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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