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EDGE ADVISORS, LLC
ATLANTA, GA
404-890-7707
SEC #801-67338Total AUM
$3.5B
Employees
36Clients
269Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1380 WEST PACES FERRY RD.
SUITE 1000
ATLANTA
GA 30327
United States
SUITE 1000
ATLANTA
GA 30327
United States
Operating Hours
8AM-6PM
Monday - Friday
Monday - Friday
Phone
404-890-7707
Other Offices
6
Financials
Total AUM
$3.5B
Accounts
274Discretionary
$3.3B
Accounts
270Non-Discretionary
$145.7M
Accounts
4
Clients
HNW Individual Clients
242AUM
$2.9B
Investment Company Clients
1AUM
$65.4M
Pooled Vehicle Clients
4AUM
$220.1M
Charitable Organization Clients
1AUM
$50.5M
Government Entity Clients
1AUM
$46.6M
Investment Advisor Clients
1AUM
$18.4M
Corporation or Business Clients
7AUM
$44.2M
Other Clients
12AUM
$150.2M
Description of Other Clients
ENDOWMENTS AND FOUNDATIONS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
CONSULTING SRV
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
ALAZCACOCTDCFLGAHIIDKSKYLAMAMOMSNCNJNMNVNYOHOKPASCTNTXVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.