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Building 2CHITWOOD ADVISORY GROUP

Map pinBIRMINGHAM, AL
Phone205-980-8113
NotebookSEC #801-72282
Total AUM
$66.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4956 VALLEYDALE ROAD, STE 201
BIRMINGHAM
AL 35242
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
205-980-8113

ReceiptFinancials

Total AUM
$66.5M
Accounts
84
Discretionary
$27M
Accounts
26
Non-Discretionary
$39.5M
Accounts
58

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALNC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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