Wedgewood Investors Inc
Firm details
- Headquarters
- Erie, Pennsylvania
- CRD number
- 104834
- Registered since
- April 3, 1987
- Website
- wedgewoodinvestors.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.45%
- Corporations / Businesses14.7%
- Pension & Profit Sharing Plans9.7%
- Individuals8.22%
- Charitable Organizations1.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Wedgewood Investors Inc is an independent, corporation-structured registered investment adviser that has been SEC-registered since 1987. The firm serves both individual and family clients as well as institutional relationships, charging fees based on a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Wedgewood reports an equity preference and does not identify as an active ESG investor or a multi-state newly formed adviser.
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 Equities77%
- Investment Grade Corp Bonds12%
- State & Local Bonds5%
- Cash & Cash Equivalents5%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$18.6M in ETFs
96%
$17.8M
0%
$780K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $3.6M | 121,452 | 19.61% |
Location
Erie, PA
Erie
Location
Erie, PA
Headquartered in Erie, PA, anchoring the Erie-Meadville, PA metro in the Northeast.
- Metro area
- Erie-Meadville, PA
- Region
- Northeast
- County
- Erie
- Address
- 100 State St
- Time zone
- ET (UTC-5)
- Office locations
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