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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 17, 2010
- 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 |
|---|---|---|---|---|
| GOPEN, DANIEL, JAY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GOPEN, DANIEL, JAY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GOPEN, DANIEL, JAY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| GOPEN, DANIEL, JAY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 17, 2010 REGISTERED
Notice Filings (4)
AZ GA MA NV
Address
100 EAST GLENDALE AVESPARKS, NV 89431
United States
Phone: 617-901-3591