Overview
Assets Under Management: $771 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 130
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.48
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 472
Discretionary Accounts: 472
Regulatory Filings
CRD Number: 142380
Last Filing Date: 2025-02-25 00:00:00
Website: https://edgewealth.com