Be advised. This firm is no longer registered.

Edge Asset Management, Inc.

Edge Asset Management, Inc. (CRD# 104565) is a financial advisory firm headquartered in Seattle, WA. They manage $28,274,470,521 in 4,000 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
601 Union Street, Suite #2200, Seattle, WA 98101
https://www.edgeassetmgt.com
By the Numbers
  • Total Assets Under Management
    28,274
    MILLION
  • Total Number of Accounts
    4,000
    ACCOUNTS
  • Average Account Value
    $7,068,618
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Edge Asset Management, Inc.
No Advisor Found.

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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