Edgar Investment Management LLC

Edgar Investment Management LLC (CRD# 152255) is a financial advisory firm headquartered in , . They manage $6,226,932 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.edgarinvest.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $778,367
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Edgar Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lincoln Edgar, financial advisor Danville CA
Lincoln S. Edgar
CRD#: 1546763
28 Tyson Ct., Danville, CA 94526

Lincoln Edgar (CRD# 1546763) is an Investment Advisor Representative working at Edgar Investment Management LLC in Danville, CA and has over 30 years 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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