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EDGE FINANCIAL ADVISORS, LLC
Tel: 630-221-1000
111 West Wesley Street Suite 1
Wheaton, Illinois 60187
EDGE FINANCIAL ADVISORS, LLC
EDGE FINANCIAL ADVISORS, LLC is a Wheaton, Illinois based financial advisory firm with nearly $379,263,936 in assets under management and provides investment advisory services for 821 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (SUB-ADVISORY SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
136426
SEC#:
801-64547
No. of Clients:
821
Assets under Management
$379,263,936
No. of Advisors:
7
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