CROMWELL INVESTMENT ADVISORS, LLC
Legal name: CROMWELL FUNDS
CRD #314411 SEC #801-122554 BALTIMORE, MD 888-844-4110
SEC Registered
Total AUM
$401.6M
Discretionary
$401.6M
Employees
4
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $401.6M | $401.6M | $0 | 4 | 6 |
| Mar 2024 | $460.2M | $460.2M | $0 | 4 | 6 |
| Mar 2023 | $400M | $400M | $0 | 5 | 4 |
| Mar 2022 | $213.6M | $213.6M | $0 | 5 | 0 |
DateMar 2025
Total AUM$401.6M
Discretionary$401.6M
Non-Disc.$0
Employees4
Clients6
DateMar 2024
Total AUM$460.2M
Discretionary$460.2M
Non-Disc.$0
Employees4
Clients6
DateMar 2023
Total AUM$400M
Discretionary$400M
Non-Disc.$0
Employees5
Clients4
DateMar 2022
Total AUM$213.6M
Discretionary$213.6M
Non-Disc.$0
Employees5
Clients0