Edge Asset Management LLC

Edge Asset Management LLC (CRD# 137532) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $7,000,000 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $53,846
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

IA

Financial Advisors at Edge Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory P. Erenberger
CRD#: 1045163
3200 37th Ave Sw, Cedar Rapids, IA 52404
93
Wealthminder
score

Gregory Erenberger (CRD# 1045163) is an Investment Advisor Representative working at Edge Asset Management LLC in Cedar Rapids, IA and has over 34 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.