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Home > Retirement Planners > maryland > bethesda > EDGEMOOR INVESTMENT ADVISORS, INC.
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 |
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