Cedarwinds Investment Management, LLC is a large advisory firm based in Milwaukee. It manages $128.71 million of regulatory assets for 385 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Illinois, Texas, and Wisconsin.
Cedarwinds Investment Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cedarwinds Investment Management, LLC is $128.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 90% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Cedarwinds Investment Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Cedarwinds Investment Management, LLC performs its advisory services is located at 4650 N. Port Washington Road, Milwaukee, WI 53212, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 414-431-7390 or by fax 414-431-7396. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at cedarwinds.com.