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).
Current Firm Details
Edge Asset Management LLC
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts130ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA
Financial Advisors at Edge Asset Management LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.