EDGE FINANCIAL ADVISORS, LLC

WHEATON, Illinois·4 registered advisors·CRD# 136426
SEC# 801-645471630-221-1000
01

Firm Overview

AUM
$362M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: SUB-ADVISORY SERVICE FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at EDGE FINANCIAL ADVISORS, LLC

4 registered advisors
Edward James Meek
WHEATON, Illinois
James L Alexander
WHEATON, Illinois
Jeremy Robert Schletz
WHEATON, Illinois
John Morgan Smith
WHEATON, Illinois
05

Office Locations

WHEATON, Illinois
4 advisors

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Data sourced from SEC Form ADV filings. EDGE FINANCIAL ADVISORS, LLC (CRD# 136426) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.