EDGEWATER ASSET MANAGEMENT
Firm details
- Headquarters
- VIRGINIA BEACH, Virginia
- CRD number
- 116948
- Website
- www.edgewaterasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.68%
- Individuals8.24%
- Corporations / Businesses3.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Edgewater Asset Management is an LLC that operates as an SEC-registered registered investment adviser serving individual and family clients. Ownership is held by an individual rather than a corporate parent. The firm’s core advisory activity is discretionary portfolio management for individuals and small businesses. Its billing combines a percentage-of-AUM component with the option of fixed fees. Edgewater does not identify as an active ESG investor, is not a multistate adviser, and is not newly formed.
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 Equities68%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents12%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
2 of 2LYNNE MALLORY
Managing DirectorCRD 1508231
STEVEN WINTER
Managing DirectorCRD 1520947
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VIRGINIA BEACH, VA
VIRGINIA BEACH CITY
Location
VIRGINIA BEACH, VA
Headquartered in VIRGINIA BEACH, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- VIRGINIA BEACH CITY
- Address
- 5244 Shenstone Cir
- Time zone
- ET (UTC-5)
- Office locations
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