SHOTWELL RUTTER BAER INC
CRD #122789 SEC #801-120091 LANSING, MI 517-321-4832
SEC Registered
Total AUM
$167.1M
Discretionary
$167.1M
Employees
7
Clients
101
Accounts
720
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $167.1M | $167.1M | $0 | 7 | 4 |
| Feb 2025 | $167.1M | $167.1M | $0 | 7 | 4 |
| Mar 2024 | $144.9M | $144.9M | $0 | 6 | 1 |
| Apr 2023 | $127.4M | $127.4M | $0 | 5 | 4 |
| Mar 2023 | $127.4M | $127.4M | $0 | 5 | 4 |
| Feb 2022 | $137.4M | $137.4M | $0 | 4 | 24 |
| Feb 2021 | $115.5M | $115.5M | $0 | 4 | 25 |
| Dec 2020 | $109.7M | $109.7M | $0 | 4 | 75 |
DateAug 2025
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees7
Clients4
DateFeb 2025
Total AUM$167.1M
Discretionary$167.1M
Non-Disc.$0
Employees7
Clients4
DateMar 2024
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees6
Clients1
DateApr 2023
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees5
Clients4
DateMar 2023
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees5
Clients4
DateFeb 2022
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees4
Clients24
DateFeb 2021
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees4
Clients25
DateDec 2020
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees4
Clients75