Edgar Investment Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 152255
- Website
- www.edgarinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Edgar Investment Management LLC is a small, privately owned advisory firm that manages portfolios primarily for individual and family clients, with services also offered to small businesses and other institutions. The firm operates as a limited liability company under individual ownership and charges clients through a combination of percentage-of-AUM fees and fixed fees. Its advisory work centers on discretionary portfolio management rather than large-scale capital allocation or pension consulting. Edgar does not position itself as an ESG-focused adviser and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Lincoln Edgar
PresidentCRD 1546763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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