Cedarwinds Investment Management, LLC
Cedarwinds Investment Management, LLC is a RIA based in Milwaukee, WI with $138M in AUM and with 4 advisors nationwide . Geoffrey Graeme Maclay Jr is the majority owner of the firm and has been in this role with the firm since 2004.
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Firm Assets Under Management
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*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.
*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.
Executives and Control Persons
Geoffrey Graeme Maclay
||Managing Member, Chief Executive Officer, Chief Financial Officer, Chief Legal Officer, Chief Compliance Officer
Karen B Maclay
Affiliated Investment Advisors and Broker Dealers
No firm affiliates listed.
Principal Office & Place of Business
4650 N. Port Washington Road
Firm Compensation Arrangements
Types of Compensation Arrangements
Percentage of Assets