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Edgewater Asset Management

Headquartered in VIRGINIA BEACH, VA

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Firm Information

Edgewater Asset Management is an investment advisory firm located in Florida. They provide consulting services and manage portfolios for both high-net-worth individuals and businesses. The firm manages approximately $41.43 million in assets for 27 clients.

Edgewater Asset Management

$41.43M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

EDGEWATER ASSET MANAGEMENT has a total of 2 branch locations across the country.
location

VIRGINIA BEACH, VA

location

VIRGINA BEACH, VA

Advisors at Edgewater Asset Management

View All 2 Advisors
Unclaimed
Lynne Myers Mallory

CFA®, RA

VIRGINA BEACH, VA

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Steven Eugene Winter

RA

VIRGINIA BEACH, VA

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Disclosures

There are no public disclosures for Edgewater Asset Management.

Frequently Asked Questions (8)

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