NEW EDGE WEALTH

2200 Atlantic Street
Suite 200
Stamford, Connecticut 06902
Tel: 2034242262

About NEW EDGE WEALTH

NEW EDGE WEALTH, formally registered with the SEC as NEW EDGE WEALTH. The firm was established in 03/25/2020. They have over 14 offices throughout the country.

NEW EDGE WEALTH is a Stamford, Connecticut based Financial Planning firm with nearly $8,610,405,100 assets under management, offering retirement planning & investment advisory services to 9457 clients. The firm is staffed with 115 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307771
SEC#	801-118291
Assets Managed by Firm	$8,610,405,100
No. of Clients	9457
No. of Advisors	115

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	9457	$8,610,405,100
Individuals (other than high net worth individuals)	945	$636,745,962
High net worth individuals	800	$7,553,738,131
Pension and profit sharing plans	12	$183,108,287
Charitable organizations	7	$23,504,420
Corporations or other businesses	7	$134,235,334

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