CHITWOOD-LINDBERG WEALTH MANAGEMENT
CHITWOOD-LINDBERG WEALTH MANAGEMENT of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 149832). Regulatory assets under management: $17.7M.
Registration
- CRD: 149832
- SEC file number: 801-70022
- Type: Registered investment adviser
- Location: 4956 VALLEYDALE ROAD, SUITE 203, BIRMINGHAM, AL, 35242
- Phone: 205-991-8484
- Latest filing: 2012-03-15
- Regulatory AUM: $17.7M
- Discretionary AUM: $17.7M
- Clients: 1
- Accounts: 195
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| CHITWOOD PATRICK RANKIN | PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |
| LINDBERG JON PETER | CLU; PRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |
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