Overview
Assets Under Management: $438 million
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 79
Average Client Assets: $4 million
Frequently Asked Questions
PARK EDGE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317521), PARK EDGE ADVISORS, LLC is subject to fiduciary duty under federal law.
PARK EDGE ADVISORS, LLC is headquartered in CLEVELAND, OH.
PARK EDGE ADVISORS, LLC serves 79 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, PARK EDGE ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
PARK EDGE ADVISORS, LLC manages $438 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, PARK EDGE ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.53
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 821
Discretionary Accounts: 812
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 317521
Last Filing Date: 2025-02-21 00:00:00
Website: https://parkedgeadvisors.com