Assets Under Management
$379.3M
Number of Clients
243
Number of Advisors
7
Average Client AUM
$1.6M
AUM per Advisor
$54.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Edge Financial Advisors, LLC is an SEC-registered investment adviser offering discretionary and non-discretionary investment management services. They primarily allocate client assets among mutual funds, ETFs, bonds, and independent managers. They also provide financial planning services covering various areas like cash flow, taxes, estate, education, and retirement.
111 West Wesley Street, Suite 1, Wheaton, IL, 60187