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Edge Financial Advisors LLC
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CRD # | 136426 |
SEC # | 801-64547 |
CIK # | 0001588186, 0002011402 |
AUM | $362.4 MM (2024-07-30) |
Employees | 6 (100% Investors, 0% Brokers) |
Phone | 630-221-1000 |
Address | 111 West Wesley Street Wheaton, IL 60187 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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) |
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Capshift Advisors LLC
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|
MA | 0.4 |
Roth Financial Partners LLC
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TX | 0.4 |
Truvestments Capital LLC
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FL | 0.4 |
Inlight Wealth Management LLC
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GA | 0.4 |
Pavion Blue Capital LLC
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CA | 0.4 |
Strategic Asset Management Group Advisors Inc
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|
FL | 0.4 |
Tim Looney Investments LLC
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|
FL | 0.4 |
Tannin Capital LLC
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NC | 0.4 |
Centered Wealth LLC
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|
TX | 0.4 |
Access Financial Services Inc
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|
MN | 0.4 |