EDGETECH ANALYTICS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
9
Advisory reps
4

Firm details

Headquarters
FAIRLAWN, Ohio
CRD number
175038
Fee structure
Percentage of AUM, Other

Firm profile

FINTRX

Overview

Edgetech Analytics, LLC is an individually owned limited liability company that is registered as an investment adviser but currently shows no active client relationships. The firm’s profile is unclassified and it does not position itself as a capital allocator. Fee arrangements are listed as a percentage of AUM and other fee types, though there is no evidence of current client assets under management. Edgetech Analytics is not an active ESG investor, is not registered as a multi-state adviser and does not present itself as a pension consultant. On investment activity and manager allocation, the firm’s documented activity is limited. The only specified investment vehicle is mutual funds; there are no listed allocations to third-party alternative investment managers. Given the absence of reported client accounts, there is no public indication of a defined asset allocation target or regular manager selection program.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Andrew Black

    Investment Adviser RepresentativeCRD 6495242

  • ALAN SCOFIELD

    President and OwnerCRD 862516

  • Casey Urdiales

    AttorneyCRD 6634105

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FAIRLAWN, OH

SUMMIT

Location

FAIRLAWN, OH

Headquartered in FAIRLAWN, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
SUMMIT
Address
822 Kumho Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth