CHITWOOD-LINDBERG WEALTH MANAGEMENT

BIRMINGHAM, Alabama·1 registered advisor·CRD# 149832
SEC# 801-70022205-991-8484
01

Firm Overview

AUM
$18M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CHITWOOD-LINDBERG WEALTH MANAGEMENT

1 registered advisor
Jon Peter Lindberg
BIRMINGHAM, Alabama
05

Office Locations

BIRMINGHAM, Alabama
1 advisor

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Data sourced from SEC Form ADV filings. CHITWOOD-LINDBERG WEALTH MANAGEMENT (CRD# 149832) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.