JORDAHL & SLITER WEALTH MANAGEMENT GROUP, LLC
CRD #118867 SEC #801-62884 KALISPELL, MT 406-752-1040
SEC Registered
Total AUM
$43.3M
Discretionary
$43.3M
Employees
1
Clients
26
Accounts
173
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $43.3M | $43.3M | $0 | 1 | 26 |
| Jan 2012 | $43.3M | $43.3M | $0 | 1 | 26 |
| Jan 2011 | $42.9M | $42.9M | $0 | 5 | -- |
| Jan 2011 | $42.9M | $42.9M | $0 | 5 | -- |
| Mar 2010 | $38.6M | $38.6M | $0 | 5 | -- |
| Aug 2007 | $50.8M | $50.8M | $0 | 5 | -- |
| Feb 2007 | $50.8M | $50.8M | $0 | 5 | -- |
| Mar 2006 | $42.3M | $42.3M | $0 | 5 | -- |
| Sep 2005 | $39.8M | $39.8M | $0 | 5 | -- |
| Feb 2005 | $31M | $31M | $0 | 5 | -- |
| Mar 2004 | $31M | $31M | $0 | 5 | -- |
DateFeb 2012
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees1
Clients26
DateJan 2011
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$42.9M
Discretionary$42.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$38.6M
Discretionary$38.6M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$50.8M
Discretionary$50.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$50.8M
Discretionary$50.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$42.3M
Discretionary$42.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--