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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $275,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

CA, NV, TX

Financial Advisors at Edgemont Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Susan M. Miller
CRD#: 1299166
Encinitas, CA
93
Wealthminder
score

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.

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