Overview
Assets Under Management: $800 million
Headquarters: WESTWOOD, NJ
High-Net-Worth Clients: 164
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 164
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,733
Discretionary Accounts: 4,548
Non-Discretionary Accounts: 185
Regulatory Filings
CRD Number: 290427
Filing ID: 1998181
Last Filing Date: 2025-06-19 09:42:00
Website: https://christopheredwardsfinancial.com