CEDARWINDS INVESTMENT MANAGEMENT, LLC
CRD #131501 SEC #801-67689 MILWAUKEE, WI 414-431-7390
SEC Registered
Total AUM
$128.7M
Discretionary
$128.7M
Employees
3
Clients
0
Accounts
385
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2017 | $128.7M | $128.7M | $0 | 3 | 385 |
| Sep 2016 | $128.7M | $128.7M | $0 | 3 | 385 |
| Mar 2016 | $128.7M | $128.7M | $0 | 3 | 385 |
| Dec 2015 | $139M | $139M | $0 | 4 | 200 |
| Mar 2015 | $139M | $139M | $0 | 4 | 200 |
| Oct 2014 | $137.5M | $137.5M | $0 | 3 | 200 |
| Mar 2014 | $137.5M | $137.5M | $0 | 3 | 200 |
| Nov 2013 | $113M | $113M | $0 | 3 | 200 |
| Apr 2013 | $113M | $113M | $0 | 3 | 200 |
| Nov 2012 | $102M | $102M | $0 | 3 | 200 |
| Apr 2012 | $102M | $102M | $0 | 1 | 200 |
| Mar 2011 | $115.9M | $115.9M | $0 | 5 | -- |
| Jan 2011 | $94.2M | $94.2M | $0 | 5 | -- |
| Jan 2008 | $124.6M | $124.6M | $0 | 5 | -- |
| Apr 2007 | $67.7M | $67.7M | $0 | 5 | -- |
| Mar 2007 | $67.7M | $67.7M | $0 | 5 | -- |
| Mar 2007 | $67.7M | $67.7M | $0 | 5 | -- |
DateFeb 2017
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees3
Clients385
DateSep 2016
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees3
Clients385
DateMar 2016
Total AUM$128.7M
Discretionary$128.7M
Non-Disc.$0
Employees3
Clients385
DateDec 2015
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees4
Clients200
DateMar 2015
Total AUM$139M
Discretionary$139M
Non-Disc.$0
Employees4
Clients200
DateOct 2014
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees3
Clients200
DateMar 2014
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees3
Clients200
DateNov 2013
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees3
Clients200
DateApr 2013
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees3
Clients200
DateNov 2012
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees3
Clients200
DateApr 2012
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$94.2M
Discretionary$94.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$124.6M
Discretionary$124.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$67.7M
Discretionary$67.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$67.7M
Discretionary$67.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$67.7M
Discretionary$67.7M
Non-Disc.$0
Employees5
Clients--