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Edge Financial Advisors, LLC

CRD 136426SEC# 801-64547Wheaton, IL
Export (members)
No longer SEC-registered. Edge Financial Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$379.3M
Employees
7
Accounts
821
Location
Wheaton, IL

Edge Financial Advisors, LLC assets under management

Edge Financial Advisors, LLC operates as an SEC-registered investment adviser based in Wheaton, IL. It reports $379.3 million in regulatory assets under management and employs 7 people.
View on SEC.gov ↗

Edge Financial Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Edward James Meek ControlCeo /MemberOver 75%2005
James L AlexanderInvestment Advisory Representative5-10%2022
Jeremy Robert Schletz ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Edge Financial Advisors, LLC manage?

Edge Financial Advisors, LLC reports $379.3 million in regulatory assets under management on its Form ADV.

How many employees does Edge Financial Advisors, LLC have?

Edge Financial Advisors, LLC reports 7 employees.

Where is Edge Financial Advisors, LLC located?

Edge Financial Advisors, LLC is based in Wheaton, IL.

Does Edge Financial Advisors, LLC disclose fund performance?

Edge Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 West Wesley Street, Suite 1, Wheaton, IL 60187
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$374.5M
Non-discretionary$4.8M
Total (RAUM)$379.3M