Edge Financial Group

Finance · Idaho, United States · 11-50 Employees

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Overview

Headquarters

3456 E 17th St Ste 180, Ammon, Idaho, 83...

Phone Number

(208) 419-8396

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
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1
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1

About Edge Financial Group

Edge Financial is a comprehensive financial advisory firm that offers a range of services including tax preparation, wealth management, accounting, and consulting. Their team consists of CPAs and Investment Advisors who collaborate to provide individualized strategies aimed at maximizing clients' financial positions. Located in Idaho Falls, Idaho, they serve clients across the country, particularly in the Pacific Northwest. Edge Financial aims to simplify financial management by providing a one-stop shop for all financial needs, ensuring a cohesive approach to tax and investment strategies.Explore more
Edge Financial Group's Social MediaPopular SearchesEdge Financial Group LLCEDGE FinancialEdge Financial Advisors LLCMtn Edge Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Edge Financial Group Org Chart

PhoneEmail
NR
United States flag for contact location.

CPA, CFP, Partner

PhoneEmail
JM
United States flag for contact location.

Client Service Specialist

PhoneEmail
TM
United States flag for contact location.

Accountant, Wealth Advisor

PhoneEmail
TC
United States flag for contact location.

Cpa Wealth Advisor

PhoneEmail
PB
United States flag for contact location.

Tax Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Edge Financial Group

<$5M
11-50
Private
-
2019
NR
Nathan RiggsCPA, CFP, Partner
$7.6M
11-50
Private
-
-
Bradley Schaffnit, Managing Director at Apollon Financial
Bradley SchaffnitManaging Director
<$5M
11-50
Private
-
-
Marquay Baul, Founder & President at Integra Private Wealth Management
Marquay BaulFounder & President
<$5M
1-10
Private
-
2008
GG
Gerald GravesManaging Partner
<$5M
1-10
Private
-
-
JH
Justin HurdSenior Vice President, Financial Advisor, Msfs, Chfc, Cfp
<$5M
1-10
Private
<$5M
2011
ML
McKayla LanghillRelationship Manager
<$5M
11-50
Private
-
2020
GC
Gail ChampinyManager, Operations & Client Services Concierge
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Edge Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Edge Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Edge Financial Group.

Edge Financial Group Tech Stack

A closer look at the technologies used by Edge Financial Group

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Frequently Asked Questions Regarding Edge Financial Group

What is Edge Financial Group's official website?
Edge Financial Group's official website is www.edgefinancialadvisors.com
What is Edge Financial Group's Revenue?
Edge Financial Group's revenue is <$5 Million
What is Edge Financial Group's SIC code?
Edge Financial Group's SIC: 62,628
What is Edge Financial Group's NAICS code?
Edge Financial Group's NAICS: 52,523
How many employees does Edge Financial Group have?
Edge Financial Group has 11-50 employees
What industry does Edge Financial Group belong to?
Edge Financial Group is in the industry of: Finance, Securities Trading
What is Edge Financial Group competition?
Edge Financial Group top competitors include: Broadway Wealth Management of LPL Financial, Filigree Advisors, Apollon Financial, Antaeus Wealth Advisors
What technology does Edge Financial Group use?
Some of the popular technologies that Edge Financial Group uses are: goo.gl, TradingView Website & Broker Solutions, Squarespace Online Stores, Adobe Typekit
How do I contact Edge Financial Group?
Edge Financial Group contact info: Phone number: (208) 419-8396 Website: www.edgefinancialadvisors.com
What does Edge Financial Group do?

Edge Financial is a comprehensive financial advisory firm that offers a range of services including tax preparation, wealth management, accounting, and consulting. Their team consists of CPAs and Investment Advisors who collaborate to provide individualized strategies aimed at maximizing clients' financial positions. Located in Idaho Falls, Idaho,... they serve clients across the country, particularly in the Pacific Northwest. Edge Financial aims to simplify financial management by providing a one-stop shop for all financial needs, ensuring a cohesive approach to tax and investment strategies.Read More

What are Edge Financial Group social media links?
Edge Financial Group Linkedin page
Is Edge Financial Group a public company?
Edge Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Edge Financial Group

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