Overview
Assets Under Management: $204 million
Headquarters: ERIE, PA
High-Net-Worth Clients: 126
Average Client Assets: $1 million
Frequently Asked Questions
WEDGEWOOD INVESTORS INC 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 #104834), WEDGEWOOD INVESTORS INC is subject to fiduciary duty under federal law.
WEDGEWOOD INVESTORS INC is headquartered in ERIE, PA.
WEDGEWOOD INVESTORS INC serves 126 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, WEDGEWOOD INVESTORS INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WEDGEWOOD INVESTORS INC manages $204 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, WEDGEWOOD INVESTORS INC 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
Clients
Number of High-Net-Worth Clients: 126
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.08
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 285
Discretionary Accounts: 263
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 104834
Last Filing Date: 2024-03-22 00:00:00
Website: https://wedgewooderie.com