|Cedarwinds Investment Management, LLC is a RIA based in Milwaukee, WI with $113M in AUM and with 4 advisors nationwide. Geoffrey Graeme Maclay is the majority owner of the firm and has been in this role with the firm since 2004.|
|Donna Mary Barth||Oct 2004|
|Geoffrey Graeme Maclay||Jun 2004|
|John Orwig Myers||Sep 2012|
|Robert Kelly Weigel||May 2012|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Geoffrey Graeme Maclay (75% or more)
- Executives with less than 5% share each
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Geoffrey Graeme Maclay||Managing Member, Chief Executive Officer, Chief Financial Officer, Chief Legal Officer, Chief Compliance Officer||03/01/2004|
|Karen B Maclay||Shareholder||01/01/2008|
No firm affiliates listed.
4650 N. Port Washington Road
Milwaukee , WI 53212
Types of Compensation Arrangements
- Percentage of Assets
- Fixed Fees