Caledonia Wealth Management, Ltd.
Caledonia Wealth Management, Ltd. is an SEC-registered wealth manager with $23.3M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Caledonia Wealth Management, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149649, data through 2012-02-29.
- AUM (assets under management / regulatory AUM)
- $23.3M (2012-02-29)
- Firm type
- Wealth Manager
- Employees
- 21
- CRD
- 149649
- Ownership
- BARNETT, TIMOTHY, GEORGE THOROLD; MCMILLAN, DAVID, GREGG
How much AUM does Caledonia Wealth Management, Ltd. have?
Caledonia Wealth Management, Ltd. reported $23.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-02-29).
Who owns Caledonia Wealth Management, Ltd.?
Disclosed owners and executives of Caledonia Wealth Management, Ltd. include BARNETT, TIMOTHY, GEORGE THOROLD, MCMILLAN, DAVID, GREGG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.