BLOSSOM FINANCIAL SERVICES, INC.
Legal name: CLEVELAND HAUSWIRTH INVESTMENT MANAGEMENT, INC.
CRD #132307 SEC #801-64161 MILWAUKEE, WI 414-431-6491
SEC Registered
Total AUM
$204.4M
Discretionary
$204.4M
Employees
2
Clients
--
Accounts
129
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $204.4M | $204.4M | $0 | 2 | 0 |
| Feb 2021 | $185.5M | $185.5M | $0 | 2 | 0 |
| Jun 2020 | $171.8M | $171.8M | $0 | 2 | 0 |
| May 2020 | $171.8M | $171.8M | $0 | 2 | 0 |
| Mar 2020 | $171.8M | $171.8M | $0 | 2 | 0 |
| Feb 2019 | $144.8M | $144.8M | $0 | 2 | 0 |
| Mar 2018 | $233.1M | $233.1M | $0 | 2 | 0 |
| Mar 2018 | $233.1M | $233.1M | $0 | 2 | 0 |
| Jul 2017 | $208M | $208M | $0 | 3 | 26 |
| Mar 2017 | $208M | $208M | $0 | 4 | 26 |
| Jan 2017 | $208M | $208M | $0 | 4 | 26 |
| Jan 2016 | $196.7M | $196.7M | $0 | 4 | 26 |
| Jan 2015 | $214.1M | $214.1M | $0 | 4 | 26 |
| Mar 2014 | $203.8M | $203.8M | $0 | 4 | 26 |
| Jan 2014 | $203.8M | $203.8M | $0 | 4 | 26 |
| Jan 2013 | $167.2M | $167.2M | $0 | 4 | 26 |
| Jan 2012 | $156.1M | $139.1M | $17M | 1 | 26 |
| Mar 2011 | $161.9M | $85.2M | $76.7M | 5 | -- |
| Jan 2011 | $161.9M | $85.2M | $76.7M | 5 | -- |
| Sep 2009 | $101.7M | $43.8M | $58M | 5 | -- |
| Feb 2007 | $155M | $61.9M | $93.1M | 5 | -- |
| Mar 2006 | $146.1M | $56.9M | $89.2M | 5 | -- |
| Feb 2006 | $128.9M | $45.1M | $83.8M | 5 | -- |
DateFeb 2022
Total AUM$204.4M
Discretionary$204.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$171.8M
Discretionary$171.8M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$171.8M
Discretionary$171.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$171.8M
Discretionary$171.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$144.8M
Discretionary$144.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$233.1M
Discretionary$233.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$233.1M
Discretionary$233.1M
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees3
Clients26
DateMar 2017
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees4
Clients26
DateJan 2017
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees4
Clients26
DateJan 2016
Total AUM$196.7M
Discretionary$196.7M
Non-Disc.$0
Employees4
Clients26
DateJan 2015
Total AUM$214.1M
Discretionary$214.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$0
Employees4
Clients26
DateJan 2014
Total AUM$203.8M
Discretionary$203.8M
Non-Disc.$0
Employees4
Clients26
DateJan 2013
Total AUM$167.2M
Discretionary$167.2M
Non-Disc.$0
Employees4
Clients26
DateJan 2012
Total AUM$156.1M
Discretionary$139.1M
Non-Disc.$17M
Employees1
Clients26
DateMar 2011
Total AUM$161.9M
Discretionary$85.2M
Non-Disc.$76.7M
Employees5
Clients--
DateJan 2011
Total AUM$161.9M
Discretionary$85.2M
Non-Disc.$76.7M
Employees5
Clients--
DateSep 2009
Total AUM$101.7M
Discretionary$43.8M
Non-Disc.$58M
Employees5
Clients--
DateFeb 2007
Total AUM$155M
Discretionary$61.9M
Non-Disc.$93.1M
Employees5
Clients--
DateMar 2006
Total AUM$146.1M
Discretionary$56.9M
Non-Disc.$89.2M
Employees5
Clients--
DateFeb 2006
Total AUM$128.9M
Discretionary$45.1M
Non-Disc.$83.8M
Employees5
Clients--