Park Edge Advisors, LLC

RIASEC Registered

Total AUM

$523M

Discretionary

$351M

67% of AUM

Avg account

$581K

Accounts

900

Employees

Advisory reps

Firm details

Headquarters: Cleveland, Ohio
CRD number: 317521
Registered since: June 6, 2022
Website: parkedgeadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI78.53%
Individuals13.69%
Pension & Profit Sharing Plans2.96%
Charitable Organizations2.5%
Corporations / Businesses2.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Park Edge Advisors, LLC is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for both individuals/families and institutional clients. The firm registered with the SEC in 2022 and offers a mix of advisory services including financial planning, portfolio management for individuals/small businesses and institutions, selection of other advisers, pension consulting-related services, and educational seminars. Its billing arrangements are flexible: percentage of AUM, hourly and fixed fees, and performance-based fees are all part of its fee menu. The firm reports an owner structure that combines a domestic entity and individual ownership. Park Edge is not flagged as an active ESG investor in the provided data and is classified as a single independent RIA rather than part of a larger broker-dealer or wirehouse network.