BKM WEALTH MANAGEMENT GROUP LLC
CRD #140030 SEC #801-68929 FORT WAYNE, IN 260-918-4500
SEC Registered
Total AUM
$18.2M
Discretionary
$15.2M
Employees
1
Clients
1
Accounts
220
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $18.2M | $15.2M | $3M | 1 | 200 |
| Mar 2012 | $18.2M | $15.2M | $3M | 1 | 200 |
| Mar 2012 | $18.2M | $15.2M | $3M | 1 | 200 |
| Mar 2011 | $32.8M | $13.7M | $19.1M | 5 | -- |
| Apr 2010 | $28.3M | $13.7M | $14.6M | 5 | -- |
DateMar 2012
Total AUM$18.2M
Discretionary$15.2M
Non-Disc.$3M
Employees1
Clients200
DateMar 2012
Total AUM$18.2M
Discretionary$15.2M
Non-Disc.$3M
Employees1
Clients200
DateMar 2012
Total AUM$18.2M
Discretionary$15.2M
Non-Disc.$3M
Employees1
Clients200
DateMar 2011
Total AUM$32.8M
Discretionary$13.7M
Non-Disc.$19.1M
Employees5
Clients--
DateApr 2010
Total AUM$28.3M
Discretionary$13.7M
Non-Disc.$14.6M
Employees5
Clients--