CALHOUN WEALTH MANAGEMENT, LLC
Legal name: CALHOUN FINANCIAL PLANNING AND MANAGEMENT
CRD #286389 SEC #801-108941 MINNEAPOLIS, MN 612-465-8582
SEC Registered
Total AUM
$37M
Discretionary
$37M
Employees
1
Clients
--
Accounts
239
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $37M | $37M | $0 | 1 | 0 |
| May 2017 | $32M | $32M | $0 | 1 | 0 |
| Jan 2017 | $0 | $0 | $0 | 1 | 0 |
| Jan 2017 | $0 | $0 | $0 | 1 | 0 |
| Jan 2017 | $0 | $0 | $0 | 1 | 0 |
| Jan 2017 | $0 | $0 | $0 | 1 | 0 |
DateMar 2018
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees1
Clients0
DateMay 2017
Total AUM$32M
Discretionary$32M
Non-Disc.$0
Employees1
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0