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| Keyboard |
| Edge Financial Advisors LLC
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|---|---|
| CRD # | 136426 |
| SEC # | 801-64547 |
| CIK # | 0001588186, 0002011402 |
| AUM | 512.5 M (2026-03-09) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 630-221-1000 |
| Address | 111 West Wesley Street Wheaton, IL 60187 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 67.6 |
| (b) Individuals (high net worth individuals) | 133 | 409.8 |
| (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 | 15 | 28.0 |
| (h) Charitable organizations | 5 | 6.2 |
| (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 | 6 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,155 | 512.5 |
| By Discretionary | ||
| Discretionary | 1,149 | 509.8 |
| Non-Discretionary | 6 | 2.7 |
| Total | 1,155 | 512.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 511.3 | |
| Total | 1,155 | 512.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001588186] | |
| 13F-HR | [0002011402] | |
| 13F-NT | [0002011402] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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Florek Financial LLC
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