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BILL EDWARDS, PORTFOLIO MANAGER
905-278-0718
SEC #801-47317Total AUM
$3.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
AS REQUIRED
BY APPOINTMENT
BY APPOINTMENT
Phone
905-278-0718
Financials
Total AUM
$3.5M
Accounts
7Discretionary
$3.5M
Accounts
7Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.