600 Steamboat Road
Suite 103
Greenwich, Connecticut 06830-7181
Tel: 212-652-9100
EDGEWOOD MANAGEMENT LLC, formally registered with the SEC as EDGEWOOD MANAGEMENT LLC. The firm was established in 05/08/1974. They have over 2 offices throughout the country.
EDGEWOOD MANAGEMENT LLC is a Greenwich, Connecticut based Financial Planning firm with nearly $28,756,627,229 assets under management, offering retirement planning & investment advisory services to 1600 clients. The firm is staffed with 38 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106647 |
SEC# | 801-9970 |
Assets Managed by Firm | $28,756,627,229 |
No. of Clients | 1600 |
No. of Advisors | 38 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1600 | $28,756,627,229 |
Individuals (other than high net worth individuals) | 830 | $3,118,327,554 |
High net worth individuals | 317 | $1,256,972,308 |
Pension and profit sharing plans | 23 | $831,314,680 |
Charitable organizations | 152 | $1,956,627,702 |
Corporations or other businesses | 249 | $2,406,286,245 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$196,833,823,871 | 143 | 1166 | |
$139,912,052,624 | 18 | 2311 | |
$122,238,315,019 | 40 | 63 | |
$119,996,796,135 | 279 | 566 | |
$110,827,884,619 | 182 | 290 |
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