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Home > Retirement Planners > connecticut > greenwich > EDGEWOOD MANAGEMENT LLC
EDGEWOOD MANAGEMENT LLC
600 Steamboat Road
Suite 103
Greenwich, Connecticut 06830-7181
Tel: 212-652-9100
About EDGEWOOD MANAGEMENT LLC
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 $35,717,045,050 assets under management, offering retirement planning & investment advisory services to 1480 clients. The firm is staffed with 40 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106647 |
| SEC# | 801-9970 |
| Assets Managed by Firm | $35,717,045,050 |
| No. of Clients | 1480 |
| No. of Advisors | 40 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1480 | $35,717,045,050 |
| Individuals (other than high net worth individuals) | 784 | $3,982,039,993 |
| High net worth individuals | 285 | $1,560,200,267 |
| Pension and profit sharing plans | 21 | $1,049,693,716 |
| Charitable organizations | 142 | $2,491,806,661 |
| Corporations or other businesses | 221 | $3,033,944,395 |
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