Edgewater Asset Management

Finance · Virginia, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

5244 Shenstone Cir # 200, Virginia Beach...

Phone Number

(757) 363-7696

Revenue

<$5 Million

Industry

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

About Edgewater Asset Management

Edgewater Asset Management provides personalized investment programs, wealth management, and tax strategies for families, individuals, and institutions. The firm specializes in serving clients with a minimum of $500,000 in investable assets, focusing on trusts, pensions, and corporations seeking attractive returns. Their fiduciary business model emphasizes a comprehensive financial framework to achieve high-quality growth in a tax-managed environment. Edgewater is dedicated to collaborating with clients to create customized investment portfolios that align with their life goals and values.Explore more
Edgewater Asset Management's Social MediaPopular SearchesEdgewater Asset ManagementEdgewater Asset Management LLCJ & J Asset Management LLCedgewater asset management LPhtmlEdgewater Asset Management LLCSIC Code 62,628NAICS Code 52,523Show more

Edgewater Asset Management Org Chart

PhoneEmail
SW
United States flag for contact location.

Managing Director

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Edgewater Asset Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Edgewater Asset Management

Compare insights from companies similar to Edgewater Asset Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Edgewater Asset Managemen...

<$5M
1-10
Private
-
1996
SW
Steven WinterManaging Director
$7.6M
11-50
Private
-
1962
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
JM
Jennifer MurphyFinancial Planner
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Edgewater Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Edgewater Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Edgewater Asset Management.

Edgewater Asset Management Tech Stack

A closer look at the technologies used by Edgewater Asset Management

Top Finance Companies

Frequently Asked Questions Regarding Edgewater Asset Management

What is Edgewater Asset Management's official website?
Edgewater Asset Management's official website is www.edgewaterasset.com
What is Edgewater Asset Management's Revenue?
Edgewater Asset Management's revenue is <$5 Million
What is Edgewater Asset Management's SIC code?
Edgewater Asset Management's SIC: 62,628
What is Edgewater Asset Management's NAICS code?
Edgewater Asset Management's NAICS: 52,523
How many employees does Edgewater Asset Management have?
Edgewater Asset Management has 1-10 employees
What industry does Edgewater Asset Management belong to?
Edgewater Asset Management is in the industry of: Finance, Securities Trading
What is Edgewater Asset Management competition?
Edgewater Asset Management top competitors include: Gerhardt Clemans Wealth Management, Stockade Wealth Management, Selkirk Wealth Advisors, Focus Financial Network
What technology does Edgewater Asset Management use?
Some of the popular technologies that Edgewater Asset Management uses are: reCAPTCHA, Microsoft 365, DigiCert, Weebly
How do I contact Edgewater Asset Management?
Edgewater Asset Management contact info: Phone number: (757) 363-7696 Website: www.edgewaterasset.com
What does Edgewater Asset Management do?

Edgewater Asset Management provides personalized investment programs, wealth management, and tax strategies for families, individuals, and institutions. The firm specializes in serving clients with a minimum of $500,000 in investable assets, focusing on trusts, pensions, and corporations seeking attractive returns. Their fiduciary business model em... phasizes a comprehensive financial framework to achieve high-quality growth in a tax-managed environment. Edgewater is dedicated to collaborating with clients to create customized investment portfolios that align with their life goals and values.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.