G
$27.0M Total AUM
$27.0M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
33 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-1992
- Office Locations
- 1
Office Locations
-- ELM Grove WI
About Geder Investment Management, Inc.
Geder Investment Management, Inc. is a ELM Grove-based RIA. The firm has been operating for 33 years. Managing $27.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$27.0M AVG AUM / ADVISOR
$842.2K AVG AUM / CLIENT
33.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
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Owner & Executives
J
JOHN DENNIS GEDER
President
- CRD
- #858584
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,950,169 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,950,169 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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