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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 18, 2003
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRIESMEYER, MICHAEL, GAVAN | I | SECRETARY | D | Control |
| MOSES, FOREST, WILLIAM | I | PRESIDENT | D | Control |
| GRIESMEYER, MICHAEL, GAVAN | I | SECRETARY | C | Control |
| MOSES, FOREST, WILLIAM | I | PRESIDENT | C | Control |
Registrations
Federal
IA
Dec 18, 2003 REGISTERED
Notice Filings (1)
OH
Address
8517 N DIXIE DRIVE, SUITE 100DAYTON, OH 45414
USA
Phone: 937-898-5599