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Cedarwinds Investment Management, LLC

Cedarwinds Investment Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 8, 2016
    • $139.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 447
      Accounts
    • $310.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

4

name start date
Donna Mary Barth
October 2004
Geoffrey Graeme Maclay
June 2004
John Orwig Myers
November 2013
Robert Kelly Weigel
January 2016
    There are no advisors from this firm to display at this time.

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Cedarwinds Investment Management LLC -- --
    Cedarwinds Investment Management, LLC IAR $138,950,000

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Geoffrey Graeme Maclay Managing Member, Chief Executive Officer, Chief Financial Officer, Chief Legal Officer, Chief Compliance Officer March, 2004 75% or more
      Karen B Maclay Shareholder January, 2008 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees