WINDERMERE INVESTMENT ASSOCIATES, LLC
CRD #131224 SEC #801-63111 PORTLAND, OR 503-228-3941
SEC Registered
Total AUM
$126.2M
Discretionary
$126.2M
Employees
--
Clients
0
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2007 | $18.9M | $18.9M | $0 | -- | -- |
| Jan 2007 | $126.2M | $126.2M | $0 | -- | -- |
| Mar 2006 | $126.2M | $126.2M | $0 | -- | -- |
| Oct 2005 | $87.4M | $87.4M | $0 | -- | -- |
| Aug 2004 | $106.9M | $106.9M | $0 | -- | -- |
| May 2004 | $106.9M | $106.9M | $0 | -- | -- |
| May 2004 | $106.9M | $106.9M | $0 | -- | -- |
| Apr 2004 | $106.9M | $106.9M | $0 | -- | -- |
DateMar 2007
Total AUM$18.9M
Discretionary$18.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$87.4M
Discretionary$87.4M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees--
Clients--
DateMay 2004
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees--
Clients--