Edgewood Management LLC

Edgewood Management LLC (CRD# 106647) is a financial advisory firm headquartered in Greenwich, CT. They manage $61,874,092,455 in 1,766 accounts and serve the financial needs of clients across 41 states (or territories).

Current Firm Details
600 Steamboat Road, Suite 103, Greenwich, CT 06830
https://www.linkedin.com/company/edgewood-management/
By the Numbers
  • Total Assets Under Management
    61,874
    MILLION
  • Total Number of Accounts
    1,766
    ACCOUNTS
  • Average Account Value
    $35,036,292
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WY

Financial Advisors at Edgewood Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nicholas Stephens, financial advisor Greenwich CT
Nicholas A. Stephens
CRD#: 1574180
600 Steamboat Road, Suite 103, Greenwich, CT 06830

Nicholas Stephens (CRD# 1574180) is an Investment Advisor Representative working at Edgewood Management LLC in Greenwich, CT and has 1 year of experience in the finance industry.

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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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