Edge Wealth Management
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
805 3rd Ave Fl 12, New York, New York, 1...Phone Number
(212) 682-0133Website
www.edgewealth.comRevenue
<$5 MillionIndustry
About Edge Wealth Management
Edge Wealth Management LLC specializes in strategic investment management, focusing on value and diversification through a unique blend of fixed income and equity products. Founded in 2006, the firm aims to maximize investment returns with an emphasis on income generation, growth, and tax efficiency. Their client experience is characterized by extensive money management, sector allocation, security selection, and risk management, ensuring that the firm's principals are invested alongside their clients. Edge Wealth Management serves a diverse clientele, tailoring services to meet individual investment, financial, and tax circumstances.Explore more
Edge Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1986
JF
Jonathan FairchildExecutive Vice President & Director, Financial Consulting & Business Development Principal
Edge Wealth Management Tech Stack
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Edge Wealth Management LLC specializes in strategic investment management, focusing on value and diversification through a unique blend of fixed income and equity products. Founded in 2006, the firm aims to maximize investment returns with an emphasis on income generation, growth, and tax efficiency. Their client experience is characterized by exte... Read More
