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
Edgar Investment Management, LLC
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts63ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Edgar Investment Management, LLC
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.