NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD #125179 SEC #801-124791 MCFARLAND, WI 608-838-3330
SEC Registered
Total AUM
$149M
Discretionary
$149M
Employees
3
Clients
0
Accounts
190
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $149M | $149M | $0 | 3 | 0 |
| Nov 2024 | $130.3M | $130.3M | $0 | 3 | 20 |
| Mar 2024 | $130.3M | $130.3M | $0 | 3 | 20 |
| Mar 2023 | $111.6M | $111.6M | $0 | 3 | 21 |
| Oct 2022 | $123M | $122.9M | $169.1K | 3 | 20 |
| Apr 2022 | $123M | $122.9M | $169.1K | 3 | 20 |
| Mar 2022 | $123M | $122.9M | $169.1K | 3 | 20 |
| Jun 2009 | $23.6M | $23.6M | $0 | 5 | -- |
DateMar 2025
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees3
Clients20
DateMar 2024
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees3
Clients20
DateMar 2023
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees3
Clients21
DateOct 2022
Total AUM$123M
Discretionary$122.9M
Non-Disc.$169.1K
Employees3
Clients20
DateApr 2022
Total AUM$123M
Discretionary$122.9M
Non-Disc.$169.1K
Employees3
Clients20
DateMar 2022
Total AUM$123M
Discretionary$122.9M
Non-Disc.$169.1K
Employees3
Clients20
DateJun 2009
Total AUM$23.6M
Discretionary$23.6M
Non-Disc.$0
Employees5
Clients--