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James L Alexander

EDGE FINANCIAL ADVISORS, LLC·WHEATON, Illinois
Unclaimed Profile
111 WEST WESLEY STREET, WHEATON, IL 60187CRD# 5718392Firm CRD# 136426
01

About

James L Alexander is a registered financial advisor based in WHEATON, Illinois, affiliated with EDGE FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EDGE FINANCIAL ADVISORS, LLC
EDGE FINANCIAL ADVISORS, LLC
AUM
$362M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at EDGE FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: SUB-ADVISORY SERVICE FEES
Regulatory
SEC/IARD CRD# 5718392
Firm CRD# 136426
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James L Alexander offer?
James L Alexander specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEATON, Illinois for a consultation.
What are James L Alexander's credentials?
James L Alexander is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James L Alexander located?
James L Alexander is based in WHEATON, Illinois, working with EDGE FINANCIAL ADVISORS, LLC. Their office serves clients in the WHEATON metropolitan area and surrounding communities.
How does James L Alexander charge for services?
James L Alexander's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: sub-advisory service fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EDGE FINANCIAL ADVISORS, LLC?
EDGE FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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