Edge Wealth Management LLC

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Assets, Funds, Holdings

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Edge Wealth Management LLC
CRD #142380
SEC #801-67345
CIK #1567163
AUM $839.6 MM (100% Disc, 100% US)
Employees9 (100% Investors, 0% Brokers)
Phone212-682-0133
Address805 Third Avenue
New York, NY 10022
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 17.1
AMLP 17.1
GOOGL 819,810.0 16.7
MSFT 865,660.0 16.2
CSCO 228,550.0 13.5
BP 142,970.0 12.8
PFF 12.6
INTC 239,910.0 12.4
PFE 230,400.0 11.6
T 220,140.0 11.5
View All
Holdings by Sector ($BB)
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