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NEW EDGE WEALTH
Tel: 2034242262
2200 Atlantic Street Suite 200
Stamford, Connecticut 06902
NEW EDGE WEALTH
NEW EDGE WEALTH is a Stamford, Connecticut based financial advisory firm with nearly $8,610,405,100 in assets under management and provides investment advisory services for 9457 clients. There are currently 115 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees, Commission Based
Firm CRD#:
307771
SEC#:
801-118291
No. of Clients:
9457
Assets under Management
$8,610,405,100
No. of Advisors:
115
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