Be advised. This firm is no longer registered.

Cedarwinds Investment Management, LLC

Cedarwinds Investment Management, LLC (CRD# 131501) is a financial advisory firm headquartered in Milwaukee, WI. They manage $128,714,519 in 385 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $334,323
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX, WI

Financial Advisors at Cedarwinds Investment Management, LLC
No Advisor Found.
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