EDGEWATER SERVICES, LLC

900 N. Michigan Ave.
Suite 1800
Chicago, Illinois 60611
Tel: 312-649-5666

About EDGEWATER SERVICES, LLC

EDGEWATER SERVICES, LLC, formally registered with the SEC as EDGEWATER SERVICES, LLC. The firm was established in 03/29/2012. They have over 1 offices throughout the country.

EDGEWATER SERVICES, LLC is a Chicago, Illinois based Financial Planning firm with nearly $2,940,861,618 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159926
SEC#	801-73750
Assets Managed by Firm	$2,940,861,618
No. of Clients	33
No. of Advisors	20

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	33	$2,940,861,618

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