HEALTHEDGE INVESTMENT PARTNERS

5550 W Executive Drive
Suite 230
Tampa, Florida 33609
Tel: 813-490-7100

About HEALTHEDGE INVESTMENT PARTNERS

HEALTHEDGE INVESTMENT PARTNERS, formally registered with the SEC as HEALTHEDGE INVESTMENT PARTNERS. The firm was established in 07/10/2017. They have over 3 offices throughout the country.

HEALTHEDGE INVESTMENT PARTNERS is a Tampa, Florida based Financial Planning firm with nearly $381,561,132 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	163421
SEC#	801-110763
Assets Managed by Firm	$381,561,132
No. of Clients	5
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$381,561,132

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