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PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

15600 Wayzata Blvd.
Suite 101
Wayzata, Minnesota 55391
Tel: 952-476-2770

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About PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC, formally registered with the SEC as PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. The firm was established in 04/07/2014. They have over 1 offices throughout the country.

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. is a Wayzata, Minnesota based Financial Planning firm with nearly $408,830,550 assets under management, offering retirement planning & investment advisory services to 192 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#119436
SEC#801-79412
Assets Managed by Firm$408,830,550
No. of Clients192
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total192$408,830,550
Individuals (other than high net worth individuals)57$4,027,381
High net worth individuals27$123,474,174
Pension and profit sharing plansFewer than 5 clients$5,769,938
Charitable organizations6$274,962,993
Corporations or other businessesFewer than 5 clients$596,064

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