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Building 2EDGEMOOR INVESTMENT ADVISORS, INC.

Map pinBETHESDA, MD
Phone301-543-8881
NotebookSEC #801-56945
Total AUM
$1.5B
Employees
9
Clients
321

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7250 WOODMONT AVENUE
SUITE 315
BETHESDA
MD 20814
United States
Operating Hours
9:00AM TO 5:30PM
Monday - Friday
Phone
301-543-8881

ReceiptFinancials

Total AUM
$1.5B
Accounts
717
Discretionary
$1.5B
Accounts
717
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
159
AUM
$167.3M
HNW Individual Clients
153
AUM
$1.1B
Investment Company Clients
1
AUM
$188M
Charitable Organization Clients
5
AUM
$11.7M
Corporation or Business Clients
3
AUM
$30.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLMAMDNCNHNJNYRITXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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