PARK EDGE ADVISORS, LLC

2360 W 11th St
Cleveland, Ohio 44113
Tel: (216) 727-0144

About PARK EDGE ADVISORS, LLC

PARK EDGE ADVISORS, LLC, formally registered with the SEC as PARK EDGE ADVISORS, LLC. The firm was established in 06/06/2022. They have over 4 offices throughout the country.

PARK EDGE ADVISORS, LLC is a Cleveland, Ohio based Financial Planning firm with nearly $438,144,994 assets under management, offering retirement planning & investment advisory services to 821 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317521
SEC#	801-125820
Assets Managed by Firm	$438,144,994
No. of Clients	821
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

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
Other (SUBADVISER SERVICES, CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	821	$438,144,994
Individuals (other than high net worth individuals)	232	$77,586,488
High net worth individuals	79	$326,568,222
Pension and profit sharing plans	2	$6,175,207
Charitable organizations	1	$11,137,806
Corporations or other businesses	14	$16,677,271

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NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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