Edgar Investment Management LLC

Edgar Investment Management LLC (CRD# 152255) is a financial advisory firm headquartered in , . They manage $2,385,294 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $265,033
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
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 Edgar Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Lincoln S. Edgar
CRD#: 1546763
28 Tyson Ct., Danville, CA 94526
93
Wealthminder
score

Lincoln Edgar (CRD# 1546763) is an Investment Advisor Representative working at Edgar Investment Management LLC in Danville, CA and has over 23 years of experience in the finance industry.

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