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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 12, 2011
- 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 |
|---|---|---|---|---|
| LINDBERG, JON, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| LINDBERG, JON, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| LINDBERG, JON, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| LINDBERG, JON, PETER | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | E | Control |
| CHITWOOD, PATRICK, RANKIN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | D | Control |
| CHITWOOD, PATRICK, RANKIN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | D | Control |
| LINDBERG, JON, PETER | I | CLU | D | Control |
| LINDBERG, JON, PETER | I | CLU | D | Control |
Registrations
Federal
IA
Dec 12, 2011 REGISTERED
Notice Filings (4)
AL AR GA NC
Address
4956 VALLEYDALE ROADSUITE 203
BIRMINGHAM, AL 35242
United States
Phone: 205-991-8484