LOGICAL WEALTH MANAGEMENT INC.
CRD #118868 SEC #801-67172 SPARKS, NV 617-901-3591
SEC Registered
Total AUM
$26M
Discretionary
$19M
Employees
5
Clients
10
Accounts
25
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2011 | $32M | $21M | $11M | 5 | -- |
| May 2010 | $26M | $19M | $7M | 5 | -- |
| Sep 2009 | $26M | $26M | $0 | 5 | -- |
| Mar 2007 | $26.1M | $26.1M | $0 | 5 | -- |
DateJun 2011
Total AUM$32M
Discretionary$21M
Non-Disc.$11M
Employees5
Clients--
DateMay 2010
Total AUM$26M
Discretionary$19M
Non-Disc.$7M
Employees5
Clients--
DateSep 2009
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees5
Clients--