Investment adviser · CRD 149832

CHITWOOD-LINDBERG WEALTH MANAGEMENT

Investment adviser filing (IA)

BIRMINGHAM, AL, United States · Form ADV filed Mar 15, 2012

Regulatory AUM
$17.7M
Form ADV · Item 5.F
Client accounts
195
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 15, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

4956 VALLEYDALE ROAD, SUITE 203
BIRMINGHAM, AL, 35242, United States

CRD 149832

Filing source

Form ADV 624587 · Mar 15, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.