EDGEMOOR INVESTMENT ADVISORS, INC.

7250 Woodmont Avenue
Suite 315
Bethesda, Maryland 20814
Tel: 301-543-8881

About EDGEMOOR INVESTMENT ADVISORS, INC.

EDGEMOOR INVESTMENT ADVISORS, INC, formally registered with the SEC as EDGEMOOR INVESTMENT ADVISORS, INC. The firm was established in 10/25/1999. They have over 1 offices throughout the country.

EDGEMOOR INVESTMENT ADVISORS, INC. is a Bethesda, Maryland based Financial Planning firm with nearly $1,179,897,525 assets under management, offering retirement planning & investment advisory services to 750 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109104
SEC#	801-56945
Assets Managed by Firm	$1,179,897,525
No. of Clients	750
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	750	$1,179,897,525
Individuals (other than high net worth individuals)	170	$166,337,296
High net worth individuals	134	$816,975,639
Pension and profit sharing plans	2	$9,998,728
Charitable organizations	7	$38,737,831
Corporations or other businesses	2	$20,850,597

More Retirement Planning firms in Bethesda, Maryland:

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T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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