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NEW EDGE WEALTH
STAMFORD, CT
2034242262
SEC #801-118291Total AUM
$19.9B
Employees
211Clients
3,693Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2200 ATLANTIC STREET
SUITE 200
STAMFORD
CT 06902
United States
SUITE 200
STAMFORD
CT 06902
United States
Operating Hours
8:30AM -5:30PM
Monday - Friday
Monday - Friday
Phone
2034242262
Other Offices
18
Financials
Total AUM
$19.9B
Accounts
19,593Discretionary
$18.2B
Accounts
17,527Non-Discretionary
$1.7B
Accounts
2,066
Clients
Individual Clients
2,064AUM
$1.2B
HNW Individual Clients
1,557AUM
$17.6B
Pension/Profit Sharing Plan Clients
10AUM
$170.9M
Charitable Organization Clients
23AUM
$368.4M
Insurance Company Clients
1AUM
$1.8M
Corporation or Business Clients
38AUM
$544.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.