Covered Edge Asset Management, LLC
Covered Edge Asset Management, LLC (CRD# 158525) is a financial advisory firm headquartered in Roseville, CA. They manage $14,514,000 in 69 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Covered Edge Asset Management, LLC
By the Numbers
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Total Assets Under Management15MILLION
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Total Number of Accounts69ACCOUNTS
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Average Account Value$210,348
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Covered Edge Asset Management, LLC
1
James Schroeder (CRD# 2679516) is an Investment Advisor Representative working at Covered Edge Asset Management, LLC in Roseville, CA and has over 28 years of experience in the finance industry.
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