Edgar Investment Management, LLC

Edgar Investment Management, LLC (CRD# 159196) is a financial advisory firm headquartered in Houston, TX. They manage $7,668,625 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
12246 Queenston Blvd, Suite F, Houston, TX 77095
https://www.edgarinvestment.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $121,724
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Edgar Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Edgar, financial advisor Houston TX
Matthew A. Edgar
CRD#: 5982584
12246 Queenston Blvd, Suite F, Houston, TX 77095

Matthew Edgar (CRD# 5982584) is an Investment Advisor Representative working at Edgar Investment Management, LLC in Houston, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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