MWM INVESTMENT CONSULTING, LLC
CRD #150341 SEC #801-70482 NAPLES, FL 239-430-0738
SEC Registered
Total AUM
$58.3M
Discretionary
$58.3M
Employees
1
Clients
11
Accounts
42
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $58.3M | $58.3M | $0 | 1 | 11 |
| Feb 2012 | $58.3M | $58.3M | $0 | 1 | 11 |
| Jan 2012 | $58.3M | $58.3M | $0 | 1 | 11 |
| Jul 2011 | $59.1M | $59.1M | $0 | 5 | -- |
| Feb 2011 | $59.1M | $59.1M | $0 | 5 | -- |
| Jan 2010 | $46.6M | $46.6M | $0 | 5 | -- |
DateMay 2012
Total AUM$58.3M
Discretionary$58.3M
Non-Disc.$0
Employees1
Clients11
DateFeb 2012
Total AUM$58.3M
Discretionary$58.3M
Non-Disc.$0
Employees1
Clients11
DateJan 2012
Total AUM$58.3M
Discretionary$58.3M
Non-Disc.$0
Employees1
Clients11
DateJul 2011
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$59.1M
Discretionary$59.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees5
Clients--