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Beth K Carrington

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.·WAYZATA, Minnesota
Unclaimed Profile
15600 WAYZATA BLVD., WAYZATA, MN 55391CRD# 4511565Firm CRD# 119436
01

About

Beth K Carrington is a registered financial advisor based in WAYZATA, Minnesota, affiliated with PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.. 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
Nonprofits & Foundations
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Firm Overview

Firm
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
AUM
$409M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4511565
Firm CRD# 119436
No disclosures on file
View on FINRA BrokerCheck →

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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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