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EDGEWOOD MANAGEMENT LLC

600 Steamboat Road
Suite 103
Greenwich, Connecticut 06830-7181
Tel: 212-652-9100

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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 $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.

Firm Information

SEC Current StatusApproved
Firm CRD#106647
SEC#801-9970
Assets Managed by Firm$28,756,627,229
No. of Clients1600
No. of Advisors38

Fee Structure

  • A Percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total1600$28,756,627,229
Individuals (other than high net worth individuals)830$3,118,327,554
High net worth individuals317$1,256,972,308
Pension and profit sharing plans23$831,314,680
Charitable organizations152$1,956,627,702
Corporations or other businesses249$2,406,286,245

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