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 organized as a limited liability company and operates as an independent registered investment adviser with an individual owner. The firm charges fees based on a percentage of assets under management and may use other fee arrangements. The FINTRX record indicates it is not a multi-state adviser, does not identify as an active ESG investor, and is not listed as a capital allocator, pension consultant, or related adviser. Its industry affiliation is recorded as "Other Investment Adviser."

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

    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