Covered Edge Asset Management, LLC
Covered Edge Asset Management, LLC (CRD# 158525) is a financial advisory firm headquartered in Roseville, CA. They manage $22,070,350 in 59 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts59ACCOUNTS
Average Account Value$374,074
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
James Schroeder (CRD# 2679516) is an Investment Advisor Representative working at Covered Edge Asset Management, LLC in Roseville, CA and has over 20 years of experience in the finance industry.