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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 $7,930,000,000 assets under management, offering retirement planning & investment advisory services to 246 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 | $7,930,000,000 |
| No. of Clients | 246 |
| No. of Advisors | 26 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 246 | $7,930,000,000 |
| Individuals (other than high net worth individuals) | 19 | $79,000,000 |
| High net worth individuals | 10 | $24,000,000 |
| Pension and profit sharing plans | 128 | $4,472,000,000 |
| Charitable organizations | 32 | $507,000,000 |
| Corporations or other businesses | 31 | $1,120,000,000 |
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