CALEDONIA WEALTH MANAGEMENT, LTD.
CRD #149649 SEC #801-69966 BOULDER, CO 720-239-1260
SEC Registered
Total AUM
$23.3M
Discretionary
$21.8M
Employees
1
Clients
11
Accounts
127
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $23.3M | $21.8M | $1.4M | 1 | 26 |
| Feb 2012 | $23.3M | $21.8M | $1.4M | 1 | 26 |
| Jan 2012 | $25.7M | $13.6M | $12.1M | 1 | 26 |
| Mar 2011 | $25.7M | $13.6M | $12.1M | 5 | -- |
| Mar 2010 | $25.5M | $12.5M | $12.9M | 5 | -- |
| Jun 2009 | $25.8M | $8.3M | $17.5M | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
| Feb 2009 | $0 | $0 | $0 | 5 | -- |
| Feb 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2012
Total AUM$23.3M
Discretionary$21.8M
Non-Disc.$1.4M
Employees1
Clients26
DateFeb 2012
Total AUM$23.3M
Discretionary$21.8M
Non-Disc.$1.4M
Employees1
Clients26
DateJan 2012
Total AUM$25.7M
Discretionary$13.6M
Non-Disc.$12.1M
Employees1
Clients26
DateMar 2011
Total AUM$25.7M
Discretionary$13.6M
Non-Disc.$12.1M
Employees5
Clients--
DateMar 2010
Total AUM$25.5M
Discretionary$12.5M
Non-Disc.$12.9M
Employees5
Clients--
DateJun 2009
Total AUM$25.8M
Discretionary$8.3M
Non-Disc.$17.5M
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--