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MITTELMAN JONES TAX & WEALTH
MITTELMAN JONES ACCOUNTING PLLC
CRD 339796
1495 RYMCO DR, STE 103, WINSTON SALEM, NC, 27103, United States
Phone
336-608-1723
Fax
336-768-0775
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Other (specify)
Filing date
2026-01-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Official SEC filing: View on IAPD