EDGON ADVISORY LLC

Overview

Edgon Advisory LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is also involved in insurance brokerage, which complements its advisory activities. While it does not engage in capital allocation or serve as a pension consultant, it offers a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices