Edgemont Investment Management, LLC
Edgemont Investment Management, LLC (CRD# 114136) is a financial advisory firm headquartered in , . They manage $24,750,000 in 90 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts90ACCOUNTS
Average Account Value$275,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, NV, TX
Susan Miller (CRD# 1299166) is an Investment Advisor Representative working at Edgemont Investment Management, LLC in Encinitas, CA and has over 31 years of experience in the finance industry.