Unclaimed Profile

Beth K Carrington

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.·WAYZATA, Minnesota

Clean record12 years registeredPERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

15600 WAYZATA BLVD., WAYZATA, MN 55391CRD# 4511565Firm CRD# 119436

Profile Verification

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

Identity

Beth K Carrington · WAYZATA, MN

Registration

CRD #4511565 · PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. · 12 years registered

Brand Profile

Not yet started

Career History

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

Jan 2014 – present

Registrations & Exams

Registration record

First registered · January 21, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

CRD 119436 · SEC 801-79412

AUM

$409M

Regulatory assets under management

Employees

192 client accounts

Services offered by PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Beth K Carrington offer?

Beth K Carrington specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAYZATA, Minnesota for a consultation.

What are Beth K Carrington's credentials?

Beth K Carrington is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Beth K Carrington located?

Beth K Carrington is based in WAYZATA, Minnesota, working with PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.. Their office serves clients in the WAYZATA metropolitan area and surrounding communities.

How does Beth K Carrington charge for services?

Beth K Carrington's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.?

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. has approximately 4 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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