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).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $374,074
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Covered Edge Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James W. Schroeder
CRD#: 2679516
Roseville, CA
93
Wealthminder
score

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.

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