EDGE FINANCIAL ADVISORS, LLC

111 West Wesley Street
Suite 1
Wheaton, Illinois 60187
Tel: 630-221-1000

About EDGE FINANCIAL ADVISORS, LLC

EDGE FINANCIAL ADVISORS, LLC, formally registered with the SEC as EDGE FINANCIAL ADVISORS, LLC. The firm was established in 07/28/2005. They have over 1 offices throughout the country.

EDGE FINANCIAL ADVISORS, LLC is a Wheaton, Illinois based Financial Planning firm with nearly $379,263,936 assets under management, offering retirement planning & investment advisory services to 821 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136426
SEC#	801-64547
Assets Managed by Firm	$379,263,936
No. of Clients	821
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (SUB-ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	821	$379,263,936
Individuals (other than high net worth individuals)	139	$48,667,211
High net worth individuals	93	$318,412,362
Pension and profit sharing plans	5	$7,827,821
Charitable organizations	5	$4,350,519
Corporations or other businesses	1	$6,023

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