Edgewater Asset Management

Edgewater Asset Management (CRD# 116948) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $24,810,956 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $954,268
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.

VA

Financial Advisors at Edgewater Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Lynne M. Mallory
CRD#: 1508231
5244 Shenstone Circle, Suite 200, Virginia Beach, VA 23455
93
Wealthminder
score

Lynne Mallory (CRD# 1508231) is an Investment Advisor Representative working at Edgewater Asset Management in Virginia Beach, VA and has over 24 years of experience in the finance industry.

2
Steven E. Winter
CRD#: 1520947
5244 Shenstone Circle, Suite 200, Virginia Beach, VA 23455
93
Wealthminder
score

Steven Winter (CRD# 1520947) is an Investment Advisor Representative working at Edgewater Asset Management in Virginia Beach, VA and has over 30 years of experience in the finance industry.

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