WEALTH MANAGEMENT GROUP INC
CRD #108749 SEC #801-41117 DAYTON, OH 937-898-5599
SEC Registered
Total AUM
$2.4M
Discretionary
$2.1M
Employees
5
Clients
10
Accounts
14
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2004 | $2.7M | $2.4M | $334.9K | 5 | -- |
| Dec 2003 | $2.4M | $2.1M | $284.9K | 5 | -- |
DateJun 2004
Total AUM$2.7M
Discretionary$2.4M
Non-Disc.$334.9K
Employees5
Clients--
DateDec 2003
Total AUM$2.4M
Discretionary$2.1M
Non-Disc.$284.9K
Employees5
Clients--