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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Edge Financial Advisors LLC
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|---|---|
| CRD # | 136426 |
| SEC # | 801-64547 |
| CIK # | 0001588186, 0002011402 |
| AUM | $379.3 M (2025-04-22) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 630-221-1000 |
| Address | 111 West Wesley Street Wheaton, IL 60187 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.2 | ||
| J P Morgan Chase & Co | 2.3 | ||
| Microsoft Corp | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 48.7 |
| (b) Individuals (high net worth individuals) | 93 | 318.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 7.8 |
| (h) Charitable organizations | 5 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 821 | 379.3 |
| By Discretionary | ||
| Discretionary | 809 | 374.5 |
| Non-Discretionary | 12 | 4.8 |
| Total | 821 | 379.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.3 | |
| Total | 821 | 379.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001588186] | |
| 13F-HR | [0002011402] |
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|---|---|---|
|
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VA | 0.4 |
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VA | 0.4 |
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Hazard & Siegel Advisory Services LLC
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HANC Wealth Management LLC
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MI | 0.4 |
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Smith Financial Investment Advisors Inc
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IN | 0.4 |
|
Holistic Financial Partners LLC
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IN | 0.4 |
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Lincoln Capital Corporation
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RI | 0.4 |