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Building 2EDGEWATER PRO SPORTS FINANCIAL

Map pinAVON, OH
Phone440-934-2195
NotebookSEC #801-120479
Total AUM
$225M
Employees
4
Clients
741

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
36855 AMERICAN WAY, SUITE F
AVON
OH 44011
United States
Operating Hours
9:00A.M.-5:00P.M.
Monday - Friday
Phone
440-934-2195

ReceiptFinancials

Total AUM
$225M
Accounts
715
Discretionary
$225M
Accounts
715
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
714
AUM
$225M
HNW Individual Clients
27
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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