Edge Financial Advisors, LLC is an independent Registered Investment Advisor with over $300,000,000 of Assets Under Management. Edge specializes in investment strategies for individuals, families, and institutions. Our mission is to build long-term, trust-based relationships with our clients by providing comprehensive financial plans and efficient investment management.
View Top Employees from Edge Portfolio Management, LLC| Website | http://www.edgefa.com |
| Employees | 10 (9 on RocketReach) |
| Founded | 2005 |
| Address | 111 West Wesley Street Suite 1, Wheaton, Illinois 60187, US |
| Phone | (630) 221-1000 |
| Fax | (630) 396-9000 |
| Industry | Investment Management, Business Services General, Business Services, Holistic Financial Advice, Personalized Service, Financial Plans |
| Web Rank | 29 Million |
| Keywords | John Smith Edge Capital |
| SIC | SIC Code 874 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 561110 Companies, NAICS Code 561 Companies, NAICS Code 56 Companies, NAICS Code 56111 Companies, NAICS Code 5611 Companies |
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Edge Portfolio Management, LLC Questions
Ed Meek is the Chief Vision Officer of Edge Portfolio Management, LLC.
9 people are employed at Edge Portfolio Management, LLC.
Edge Portfolio Management, LLC is based in Wheaton, Illinois.
The NAICS codes for Edge Portfolio Management, LLC are [561110, 561, 56, 56111, 5611].
The SIC codes for Edge Portfolio Management, LLC are [874, 87].
Top Edge Portfolio Management, LLC Employees
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Nate Bosek
Financial Advisor at Edge Portfolio Management, LLC
Sartell, Minnesota, United States55 -
55+
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22
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ViewJames Alexander
Financial Advisor at Edge Portfolio Management, LLC
Chicago, Illinois, United States11 -
12
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42
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