Assets Under Management
$770.7M
Number of Clients
261
Number of Advisors
5
Average Client AUM
$3.0M
AUM per Advisor
$154.1M
Compensation
Fee-Only (AUM)
Edge Wealth Management offers tailored investment advisory services, collaborating with clients to establish investment profiles and strategies. They provide ongoing monitoring and review of account performance. Limited financial planning services, such as cash flow and retirement needs analyses, are ancillary to investment management. Edge may recommend other professionals for non-investment implementation purposes.
805 Third Avenue, Floor 12, New York, NY, 10022