L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC
CRD #151669 SEC #801-70792 OKLAHOMA CITY, OK 405-286-2654
SEC Registered
Total AUM
$30.4M
Discretionary
$30.4M
Employees
5
Clients
0
Accounts
305
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2011 | $34M | $34M | $0 | 5 | -- |
| Feb 2011 | $30.4M | $30.4M | $0 | 5 | -- |
| Jan 2011 | $30.4M | $30.4M | $0 | 5 | -- |
| Oct 2010 | $30.4M | $30.4M | $0 | 5 | -- |
| Sep 2010 | $30.4M | $30.4M | $0 | 5 | -- |
| Jan 2010 | $30.4M | $30.4M | $0 | 5 | -- |
DateFeb 2011
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--