Sign in
Create a free account
EDGE FINANCIAL ADVISORS, LLC
WHEATON, IL
630-221-1000
SEC #801-64547Total AUM
$512.5M
Employees
10Clients
345Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
111 WEST WESLEY STREET
SUITE 1
WHEATON
IL 60187
United States
SUITE 1
WHEATON
IL 60187
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
630-221-1000
Financials
Total AUM
$512.5M
Accounts
1,155Discretionary
$509.8M
Accounts
1,149Non-Discretionary
$2.7M
Accounts
6
Clients
Individual Clients
186AUM
$67.6M
HNW Individual Clients
133AUM
$409.8M
Pension/Profit Sharing Plan Clients
15AUM
$28M
Charitable Organization Clients
5AUM
$6.2M
Corporation or Business Clients
6AUM
$909.2K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCAFLILLAMIORTXWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.