EDGE PRINCIPAL ADVISORS, LLC

1700 Broadway
37th Floor
New York, New York 10019-5905
Tel: 212-547-4380

About EDGE PRINCIPAL ADVISORS, LLC

EDGE PRINCIPAL ADVISORS, LLC, formally registered with the SEC as EDGE PRINCIPAL ADVISORS, LLC. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

EDGE PRINCIPAL ADVISORS, LLC is a New York, New York based Financial Planning firm with nearly $1,404,306,159 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158273
SEC#	801-74056
Assets Managed by Firm	$1,404,306,159
No. of Clients	13
No. of Advisors	14

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	13	$1,404,306,159

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