RIA Intel›Advisers›Wisconsin›CEDARWINDS INVESTMENT MANAGEMENT, LLC

CEDARWINDS INVESTMENT MANAGEMENT, LLC

Advisory

N·MILWAUKEE, WI

Data as of Feb 1, 2017 · Source: SEC Form ADV

Total AUM
$129M
1-Year AUM Growth
-7.4%
3-Year CAGR
-2.3%
Employees
3
Assets Under Management
Total AUM$129M
Discretionary AUM$129M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingMar 12, 2007
Latest FilingFeb 1, 2017
🔒 Full AUM trend chart and 23 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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