Company

Edge Financial Advisors

Investment Management 111 West Wesley Street 13 employees IS

Employees: 13
Contacts: 4
Emails: 4
Phones: 3

www.edgefa.com LinkedIn

Edge Financial Advisors Overview

Headquarters: 111 West Wesley Street
Website: www.edgefa.com
Industry: Investment Management
Employees: 13
Founded: 2005
Stock Symbol: IS
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management Financial Planning High Net Worth Alternative Investments

About Edge Financial Advisors

Edge Financial Advisors, LLC is an independent Registered Investment Advisor with over $375,000,000 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.

Edge Financial Advisors Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 3; 75.0% coverage

Edge Financial Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Ed Meek Cfp®	Helping People Thrive Financially - Ceo/certified Financial Planner™	Wheaton, Illinois, United States	Email Phone
Jeremy Schletz		Greater Chicago Area, United States	Email Phone
Nikki Jagdman	Edge Financial Advisors Client Services Associate	Wheaton, Illinois, United States	Email
Jenna Isaacson	Project Manager at Edge Portfolio Management, Llc	Wheaton, Illinois, United States	Email Phone