EDGEWATER CAPITAL PARTNERS

5005 Rockside Road
Ph 1300
Independence, Ohio 44131
Tel: 216-292-3838

About EDGEWATER CAPITAL PARTNERS

EDGEWATER CAPITAL PARTNERS, formally registered with the SEC as EDGEWATER CAPITAL PARTNERS. The firm was established in 02/04/2020. They have over 1 offices throughout the country.

EDGEWATER CAPITAL PARTNERS is a Independence, Ohio based Financial Planning firm with nearly $572,097,621 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162735
SEC#	801-118018
Assets Managed by Firm	$572,097,621
No. of Clients	4
No. of Advisors	19

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$572,097,621

More Retirement Planning firms in Independence, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Independence, Ohio

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.