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PARK EDGE ADVISORS, LLC
CLEVELAND, OH
(216) 727-0144
SEC #801-125820Total AUM
$522.5M
Employees
8Clients
330Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2360 W 11TH ST
CLEVELAND
OH 44113
United States
CLEVELAND
OH 44113
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(216) 727-0144
Other Offices
3
Financials
Total AUM
$522.5M
Accounts
900Discretionary
$350.7M
Accounts
885Non-Discretionary
$171.9M
Accounts
15
Clients
Individual Clients
212AUM
$71.6M
HNW Individual Clients
100AUM
$410.4M
Pension/Profit Sharing Plan Clients
4AUM
$15.5M
Charitable Organization Clients
2AUM
$13.1M
Corporation or Business Clients
12AUM
$12.1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SUBADVISER SERVICES, CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAFLMINCNJNYOHPRTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.