Edgewater Capital, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Santa Ana, California
CRD number
128898
Registered since
April 16, 2004

Firm profile

FINTRX

Overview

Edgewater Capital, LLC is organized as a limited liability company and has been SEC-registered since 2004. The firm is owned by an individual and is categorized in the provided data as "Unclassified." The snapshot indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser.

Assets & Accounts

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 5
  • William Morgan

    FinOpCRD 852925

  • Christopher Kramer

    President, CCOCRD 4352074

  • Michael Perez

    Michael Perez

    DirectorCRD 6107079

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Santa Ana, CA

Orange

Location

Santa Ana, CA

Headquartered in Santa Ana, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
6 Hutton Centre Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth