Edgewater Asset Management

Edgewater Asset Management (CRD# 116948) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $41,427,364 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5244 Shenstone Circle, Suite 200, Virginia Beach, VA 23455
http://edgewaterasset.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $1,534,347
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
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 Mallory, financial advisor Virginia Beach VA
Lynne M. Mallory
CRD#: 1508231
5244 Shenstone Circle, Suite 200, Virginia Beach, VA 23455

Lynne Mallory (CRD# 1508231) is an Investment Advisor Representative working at Edgewater Asset Management in Virginia Beach, VA and has over 32 years of experience in the finance industry.

2
Steven Winter, financial advisor Virginia Beach VA
Steven E. Winter
CRD#: 1520947
5244 Shenstone Circle, Suite 200, Virginia Beach, VA 23455

Steven Winter (CRD# 1520947) is an Investment Advisor Representative working at Edgewater Asset Management in Virginia Beach, VA and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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