Sedg Financial Services Corp.

Overview

Sedg Financial Services Corp. is an individual-owned advisory firm focused on discretionary portfolio management for individual and family clients, including small business owners. The firm charges a percentage-of-AUM fee and shows a clear preference for equity-centric portfolios, allocating most client capital to exchange-traded equities. Sedg Financial Services Corp. operates with a compact client base and concentrates its custody through a single primary custodian, which supports its active management and trading of liquid, listed securities. The firm is not identified as an active ESG investor and does not report a multi-state advisory footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices