Edge Portfolio Management, LLC
Edge Portfolio Management, LLC (CRD# 136426) is a financial advisory firm headquartered in Wheaton, IL. They manage $160,150,000 in 259 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management160MILLION
Total Number of Accounts259ACCOUNTS
Average Account Value$618,340
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Edward Meek (CRD# 2246630) is an Investment Advisor Representative working at Edge Portfolio Management, LLC in Winfield, IL and has over 25 years of experience in the finance industry. Edward Meek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Smith (CRD# 3110921) is an Investment Advisor Representative working at Edge Portfolio Management, LLC in Winfield, IL and has over 18 years of experience in the finance industry.