Dan Edwards Investment Advisory Services, LLC

Overview

Dan Edwards Investment Advisory Services, LLC is a small, independent registered investment adviser structured as an LLC and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, charging clients a fee based on assets under management. Its client base is concentrated in individual and family relationships rather than institutional mandates. The firm does not describe itself as an active ESG investor, is not presented as a multi-state adviser, and does not act as a capital allocator or pension consultant. Business activity centers on discretionary portfolio management for a very limited client roster. The firm reports using third-party external managers for alternative strategies rather than sponsoring proprietary alternative funds or acting as a feeder. Mutual funds and corporate debt instruments are listed among the non-alternative investments it uses.

Assets & Accounts

Investments & Alternatives

Location & Offices