Edge Financial Advisors, LLC
Edge Financial Advisors, LLC (CRD# 136426) is a financial advisory firm headquartered in Wheaton, IL. They manage $362,444,246 in 1,035 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management362MILLION
-
Total Number of Accounts1,035ACCOUNTS
-
Average Account Value$350,188
- 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
AZ, FL, IL, MN, WI
James Alexander (CRD# 5718392) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Wheaton, IL and has over 13 years of experience in the finance industry.
Nathan Bosek (CRD# 5877081) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Saint Cloud, MN and has over 13 years of experience in the finance industry.
Edward Meek (CRD# 2246630) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Wheaton, IL and has over 31 years of experience in the finance industry.
Jeremy Schletz (CRD# 6394313) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Wheaton, IL and has over 9 years of experience in the finance industry.
John Smith (CRD# 3110921) is an Investment Advisor Representative working at Edge Financial Advisors, LLC in Wheaton, IL and has over 25 years of experience in the finance industry.