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).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    259
    ACCOUNTS
  • Average Account Value
    $618,340
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
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.

IL

Financial Advisors at Edge Portfolio Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Edward J. Meek
CRD#: 2246630
1n141 County Farm Road, Suite 110, Winfield, IL 60190
96
Wealthminder
score

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.

2
John M. Smith
CRD#: 3110921
1n141 County Farm Road, Suite 110, Winfield, IL 60190
93
Wealthminder
score

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.

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