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EDGE ADVISORS, LLC
EDGE ADVISORS, LLC
ATLANTA, Georgia
·
5 registered advisors
·
CRD# 142261
SEC# 801-67338
6
404-890-7707
01
Firm Overview
AUM
$3.5B
Regulatory assets under management
Employees
36
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at EDGE ADVISORS, LLC
5 registered advisors
Julius Peek Garlington
ATLANTA, Georgia
CRD# 1579714
Noel Martin Barnes
ATLANTA, Georgia
CRD# 1984435
Paul Roberts Poinsett Izlar
ATLANTA, Georgia
CRD# 2380481
Richard Joseph Floress
ATLANTA, Georgia
CRD# 2612025
William Albert Maner
ATLANTA, Georgia
CRD# 1994559
05
Office Locations
ATLANTA, Georgia
5 advisors
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Data sourced from SEC Form ADV filings. EDGE ADVISORS, LLC (CRD# 142261) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.