Edge Portfolio Management, LLC is a large advisory firm based in Wheaton. It manages $177.18 million of regulatory assets for 386 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Illinois and Minnesota.
Edge Portfolio Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Edge Portfolio Management, LLC is $177.18 million. The firm's AUM has grown by 421% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Edge Portfolio Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Edge Portfolio Management is high net worth individuals with 98 clients and $157.56 million of assets under management. Among the 9 most similar advisory firms, Edge Portfolio Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $168.08 million for 167 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Edge Portfolio Management doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Edge Portfolio Management, LLC performs its advisory services is located at 1776 South Naperville Rd, Wheaton, IL 60189, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 630-221-1000 or by fax 630-396-9000. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at edge-pm.com.