LINWOOD INVESTMENT ADVISORS INC.
CRD #120289 SEC #801-75232 BUFFALO, NY 716-572-4790
SEC Registered
Total AUM
$67.7M
Discretionary
$67.7M
Employees
2
Clients
--
Accounts
153
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $67.7M | $67.7M | $0 | 2 | 0 |
| Mar 2022 | $430M | $318.6M | $111.4M | 3 | 263 |
| Mar 2021 | $326.5M | $253.2M | $73.4M | 3 | 240 |
| Jun 2020 | $261.1M | $200.6M | $60.5M | 3 | 218 |
| Mar 2020 | $261.1M | $200.6M | $60.5M | 3 | 218 |
| Mar 2019 | $214M | $163.2M | $50.8M | 2 | 218 |
| Jan 2019 | $236.8M | $183.2M | $53.6M | 2 | 0 |
| Mar 2018 | $236.8M | $183.2M | $53.6M | 2 | 0 |
| Mar 2017 | $201.5M | $156.9M | $44.6M | 2 | 200 |
| Mar 2016 | $177M | $137.6M | $39.3M | 2 | 200 |
| Jul 2015 | $183.6M | $150.7M | $32.9M | 2 | 200 |
| Mar 2015 | $183.6M | $150.7M | $32.9M | 2 | 200 |
| Mar 2014 | $156.6M | $124.9M | $31.7M | 2 | 200 |
| Sep 2013 | $117.4M | $101.5M | $15.9M | 2 | 200 |
| Mar 2013 | $117.4M | $101.5M | $15.9M | 2 | 200 |
| Apr 2012 | $98M | $87.8M | $10.2M | 1 | 120 |
| Apr 2012 | $98M | $87.8M | $10.2M | 1 | 120 |
| Mar 2012 | $98M | $87.8M | $10.2M | 1 | 120 |
| Mar 2008 | $24.3M | $24.3M | $0 | 5 | -- |
| Apr 2007 | $32.4M | $29.2M | $3.2M | 5 | -- |
DateJun 2023
Total AUM$67.7M
Discretionary$67.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$430M
Discretionary$318.6M
Non-Disc.$111.4M
Employees3
Clients263
DateMar 2021
Total AUM$326.5M
Discretionary$253.2M
Non-Disc.$73.4M
Employees3
Clients240
DateJun 2020
Total AUM$261.1M
Discretionary$200.6M
Non-Disc.$60.5M
Employees3
Clients218
DateMar 2020
Total AUM$261.1M
Discretionary$200.6M
Non-Disc.$60.5M
Employees3
Clients218
DateMar 2019
Total AUM$214M
Discretionary$163.2M
Non-Disc.$50.8M
Employees2
Clients218
DateJan 2019
Total AUM$236.8M
Discretionary$183.2M
Non-Disc.$53.6M
Employees2
Clients0
DateMar 2018
Total AUM$236.8M
Discretionary$183.2M
Non-Disc.$53.6M
Employees2
Clients0
DateMar 2017
Total AUM$201.5M
Discretionary$156.9M
Non-Disc.$44.6M
Employees2
Clients200
DateMar 2016
Total AUM$177M
Discretionary$137.6M
Non-Disc.$39.3M
Employees2
Clients200
DateJul 2015
Total AUM$183.6M
Discretionary$150.7M
Non-Disc.$32.9M
Employees2
Clients200
DateMar 2015
Total AUM$183.6M
Discretionary$150.7M
Non-Disc.$32.9M
Employees2
Clients200
DateMar 2014
Total AUM$156.6M
Discretionary$124.9M
Non-Disc.$31.7M
Employees2
Clients200
DateSep 2013
Total AUM$117.4M
Discretionary$101.5M
Non-Disc.$15.9M
Employees2
Clients200
DateMar 2013
Total AUM$117.4M
Discretionary$101.5M
Non-Disc.$15.9M
Employees2
Clients200
DateApr 2012
Total AUM$98M
Discretionary$87.8M
Non-Disc.$10.2M
Employees1
Clients120
DateApr 2012
Total AUM$98M
Discretionary$87.8M
Non-Disc.$10.2M
Employees1
Clients120
DateMar 2012
Total AUM$98M
Discretionary$87.8M
Non-Disc.$10.2M
Employees1
Clients120
DateMar 2008
Total AUM$24.3M
Discretionary$24.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$32.4M
Discretionary$29.2M
Non-Disc.$3.2M
Employees5
Clients--