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).
Current Firm Details
Cedarwinds Investment Management, LLC
By the Numbers
-
Total Assets Under Management129MILLION
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Total Number of Accounts385ACCOUNTS
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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
Registered Investment Advisor
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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