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WEDGE CAPITAL MANAGEMENT LLP
301 South College Street
#3800
Charlotte, North Carolina 28202-6002
Tel: 704-334-6475
About WEDGE CAPITAL MANAGEMENT LLP
WEDGE CAPITAL MANAGEMENT LLP, formally registered with the SEC as WEDGE CAPITAL MANAGEMENT LLP. The firm was established in 03/31/1987. They have over 1 offices throughout the country.
WEDGE CAPITAL MANAGEMENT LLP is a Charlotte, North Carolina based Financial Planning firm with nearly $7,583,000,000 assets under management, offering retirement planning & investment advisory services to 234 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106234 |
| SEC# | 801-29479 |
| Assets Managed by Firm | $7,583,000,000 |
| No. of Clients | 234 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 234 | $7,583,000,000 |
| Individuals (other than high net worth individuals) | 19 | $83,000,000 |
| High net worth individuals | 9 | $24,000,000 |
| Pension and profit sharing plans | 122 | $4,485,000,000 |
| Charitable organizations | 30 | $518,000,000 |
| Corporations or other businesses | 29 | $1,124,000,000 |
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