PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

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

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 Status	Approved
Firm CRD#	119436
SEC#	801-79412
Assets Managed by Firm	$408,830,550
No. of Clients	192
No. of Advisors	4

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 Clients	AUM
Firm Total	192	$408,830,550
Individuals (other than high net worth individuals)	57	$4,027,381
High net worth individuals	27	$123,474,174
Pension and profit sharing plans	Fewer than 5 clients	$5,769,938
Charitable organizations	6	$274,962,993
Corporations or other businesses	Fewer than 5 clients	$596,064

More Retirement Planning firms in Wayzata, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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