CHITWOOD-LINDBERG WEALTH MANAGEMENT
CRD #149832 SEC #801-70022 BIRMINGHAM, AL 205-991-8484
SEC Registered
Total AUM
$17.3M
Discretionary
$17.3M
Employees
1
Clients
1
Accounts
167
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $17.7M | $17.7M | $0 | 1 | 200 |
| Feb 2012 | $17.7M | $17.7M | $0 | 1 | 200 |
| Dec 2011 | $17.3M | $17.3M | $0 | 1 | 251 |
| Jul 2011 | $74.5M | $37.3M | $37.2M | 5 | -- |
| Jun 2011 | $74.5M | $37.3M | $37.2M | 5 | -- |
| May 2010 | $112.9M | $35.7M | $77.2M | 5 | -- |
DateMar 2012
Total AUM$17.7M
Discretionary$17.7M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$17.7M
Discretionary$17.7M
Non-Disc.$0
Employees1
Clients200
DateDec 2011
Total AUM$17.3M
Discretionary$17.3M
Non-Disc.$0
Employees1
Clients251
DateJul 2011
Total AUM$74.5M
Discretionary$37.3M
Non-Disc.$37.2M
Employees5
Clients--
DateJun 2011
Total AUM$74.5M
Discretionary$37.3M
Non-Disc.$37.2M
Employees5
Clients--
DateMay 2010
Total AUM$112.9M
Discretionary$35.7M
Non-Disc.$77.2M
Employees5
Clients--