Edgewood Management LLC

Edgewood Management LLC (CRD# 106647) is a financial advisory firm headquartered in New York, NY. They manage $13,908,299,448 in 980 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,908
    MILLION
  • Total Number of Accounts
    980
    ACCOUNTS
  • Average Account Value
    $14,192,142
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, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, VT, WA, WI

Financial Advisors at Edgewood Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nicholas A. Stephens
CRD#: 1574180
535 Madison Avenue, 15th Floor, New York, NY 10022
90
Wealthminder
score

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

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