Unclaimed Profile

Marc Giles Edwards

WINANS INTERNATIONAL·NOVATO, California

Series 000, Series 1, Series 8, Series 24, Series 55, Series 63, Series 65Clean record12 years registeredWINANS INTERNATIONAL

504 REDWOOD BLVD., NOVATO, CA 94947CRD# 75861Firm CRD# 107125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marc Giles Edwards · NOVATO, CA

Registration

CRD #75861 · WINANS INTERNATIONAL · 12 years registered

Brand Profile

Not yet started

Career History

GENCAP PORTFOLIO MANAGEMENT

Jun 2021 – present

WINANS INVESTMENTS

Feb 2014 – Apr 2020

NOVATO, CA

Registrations & Exams

FINRA examinations passed

Series 000

Series 1

Series 8

Series 24

Series 55

Series 63

Series 65

Registration record

First registered · February 4, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINANS INTERNATIONAL

CRD 107125 · SEC 801-43327

AUM

$258M

Regulatory assets under management

Employees

503 client accounts

Services offered by WINANS INTERNATIONAL

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WINANS INTERNATIONAL →

Introduction

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Frequently Asked Questions

What services does Marc Giles Edwards offer?

Marc Giles Edwards specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NOVATO, California for a consultation.

What are Marc Giles Edwards's credentials?

Marc Giles Edwards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Giles Edwards located?

Marc Giles Edwards is based in NOVATO, California, working with WINANS INTERNATIONAL. Their office serves clients in the NOVATO metropolitan area and surrounding communities.

How does Marc Giles Edwards charge for services?

Marc Giles Edwards's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINANS INTERNATIONAL?

WINANS INTERNATIONAL has approximately 5 employees and manages $258M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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