RIA Intel›Advisers›Oklahoma›L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC

L & M WEALTH MANAGEMENT AND RETIREMENT SOLUTIONS, LLC

Advisory

OKLAHOMA CITY, OK

Data as of Feb 11, 2011 · Source: SEC Form ADV

Total AUM
$34M
1-Year AUM Growth
+11.8%
3-Year CAGR
+0.8%
Employees
0
Assets Under Management
Total AUM$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingOct 30, 2009
Latest FilingFeb 11, 2011
🔒 Full AUM trend chart and 11 historical filings spanning 2+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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