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Peter Ellsworth Ostergard

EDGEWATER CAPITAL MANAGEMENT, LLC·INDEPENDENCE, Ohio
Clean recordEDGEWATER CAPITAL MANAGEMENT, LLC
5005 ROCKSIDE ROAD, INDEPENDENCE, OH 44131CRD# 5878701Firm CRD# 162735

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Ellsworth Ostergard · INDEPENDENCE, OH
Registration
CRD #5878701 · EDGEWATER CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Peter Ellsworth Ostergard is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with EDGEWATER CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EDGEWATER CAPITAL MANAGEMENT, LLC
EDGEWATER CAPITAL PARTNERS
AUM
$572M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at EDGEWATER CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 5878701
Firm CRD# 162735
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Ellsworth Ostergard offer?
Peter Ellsworth Ostergard specializes in Retirement Planning. Contact their office in INDEPENDENCE, Ohio for a consultation.
What are Peter Ellsworth Ostergard's credentials?
Peter Ellsworth Ostergard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Ellsworth Ostergard located?
Peter Ellsworth Ostergard is based in INDEPENDENCE, Ohio, working with EDGEWATER CAPITAL MANAGEMENT, LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
How does Peter Ellsworth Ostergard charge for services?
Peter Ellsworth Ostergard's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EDGEWATER CAPITAL MANAGEMENT, LLC?
EDGEWATER CAPITAL MANAGEMENT, LLC has approximately 19 employees and manages $572M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EDGEWATER CAPITAL MANAGEMENT, LLC

Richard Thurlow Schwarz
INDEPENDENCE, OH
Ryan James Meany
INDEPENDENCE, OH
Brian Nolan Leonard
INDEPENDENCE, OH
Christopher Fooshee Childres
INDEPENDENCE, OH
Robert Lloyd Girton Jr
INDEPENDENCE, OH

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