Edge Financial Advisors LLC

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Assets, Funds, Holdings

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Edge Financial Advisors LLC
CRD #136426
SEC #801-64547
CIK #0001588186, 0002011402
AUM $362.4 MM (2024-07-30)
Employees 6 (100% Investors, 0% Brokers)
Phone630-221-1000
Address111 West Wesley Street
Wheaton, IL 60187
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
4003202401608002003201020172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 241 72.5
(b) Individuals (high net worth individuals) 87 280.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 4 3.3
(h) Charitable organizations 5 5.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.0
(n) Other 0 0.0
Total 1,035 362.4
By Discretionary
Discretionary 1,029 360.2
Non-Discretionary 6 2.2
Total 1,035 362.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 362.4
Total 1,035 362.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001588186]
13F-HR [0002011402]
Comparable Firms State AUM ($BB)
Capshift Advisors LLC
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Truvestments Capital LLC
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Inlight Wealth Management LLC
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Pavion Blue Capital LLC
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Strategic Asset Management Group Advisors Inc
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Tim Looney Investments LLC
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Tannin Capital LLC
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Centered Wealth LLC
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Access Financial Services Inc
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