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Margaret Parsons Fretz

BLUE EDGE CAPITAL, LLC·RICHMOND, Virginia
Series 7, Series 63, Series 65Clean record15 years registeredBLUE EDGE CAPITAL, LLC
5706 GROVE AVENUE, RICHMOND, VA 23226CRD# 2380637Firm CRD# 155613

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Parsons Fretz · RICHMOND, VA
Registration
CRD #2380637 · BLUE EDGE CAPITAL, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

BLUE EDGE CAPITAL, LLC
Jun 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · June 27, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUE EDGE CAPITAL, LLC
CRD 155613 · SEC 801-77861
AUM
$657M
Regulatory assets under management
Employees
4
369 client accounts
Services offered by BLUE EDGE CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BLUE EDGE CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Margaret Parsons Fretz offer?
Margaret Parsons Fretz specializes in Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Margaret Parsons Fretz's credentials?
Margaret Parsons Fretz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Parsons Fretz located?
Margaret Parsons Fretz is based in RICHMOND, Virginia, working with BLUE EDGE CAPITAL, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Margaret Parsons Fretz charge for services?
Margaret Parsons Fretz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE EDGE CAPITAL, LLC?
BLUE EDGE CAPITAL, LLC has approximately 4 employees and manages $657M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLUE EDGE CAPITAL, LLC

Robert Giles Tucker
RICHMOND, VA
Marshall Bagley Reid
RICHMOND, VA
Peter Hartwell Bowles
RICHMOND, VA

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