Docoh
Loading...

Edge Wealth Management

Edge Wealth Management is an investment advisor in New York with $704.85M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
141980838
SEC advisor number
801-67345
FINRA CRD number
142380
AUM ?
$704.85M (as of 2 Feb 21)
Accounts
487 (as of 2 Feb 21)
Employees
8 (6 investment advisory or research)
Address
Edge Wealth Management
805 3RD AVE 12TH FLOOR
NEW YORK
NY 10022
Phone
2126820133

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 492 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$57.37M 1.48M NEW
$31.37M 221.67K 210.74K +5.2
$28.11M 10.51K 10.1K +4.2
$25.87M 91.77K 88.11K +4.2
$25.7M 125.17K NEW
$18.87M 72.53K 68.67K +5.6
$16.85M 311.99K 295.97K +5.4
$16.21M 747.81K NEW
$14.89M 90.96K 87.42K +4.1
$13.9M 86.04K 83K +3.7
$13.66M 16.29K 15.38K +5.9
$13.28M 78.47K 76.4K +2.7
$13.07M 87.48K 84.96K +3.0
$12.49M 42.04K 39.7K +5.9
$12.47M 58.75K 56.5K +4.0
$12.34M 286.79K 281.2K +2.0
$12.08M 44.26K 41.83K +5.8
$11.71M 43.16K 39.99K +7.9
$11.53M 82.72K 78.97K +4.7
$11.32M 57.72K 55.6K +3.8
$10.7M 142.42K 138.06K +3.2
$8.85M 63.33K 61.45K +3.1
$8.45M 119.76K 112.94K +6.0
$7.92M 150.89K 144.88K +4.2
$7.34M 120.55K 112.72K +6.9
$6.37M 26.44K 25.32K +4.4
$4.9M 39.08K 41.4K -5.6
$4.21M 49.02K 49.29K -0.5
$3.96M 1.21K 1.2K +0.5
$3.9M 11.49K 11.55K -0.5
$3.4M 131.49K 137.99K -4.7
$3.38M 62.15K 65.11K -4.5
$3.1M 73.01K 76.97K -5.1
$3.06M 90K 90K 0
$2.97M 113.46K 121.06K -6.3
$2.85M 33.61K 35.38K -5.0
$2.65M 122.63K 135.92K -9.8
$2.63M 505.02K 25.18K +1906.0
$2.54M 47.57K 50.34K -5.5
$2.35M 163.99K 6.73K +2337.4
BP Plc-spons Adr
$2.31M 84.5K 91.22K -7.4
$2.28M 11K 10K +10.0
$2.06M 4.8K NEW
$1.79M 66.43K 67.93K -2.2
$1.77M 117.64K NEW
$1.42M 145K 130K +11.5
$1.2M 8K 8K 0
$1.15M 5.22K 5.22K 0
$1.13M 1.46K 1.7K -14.0
$1.1M 32.4K 54.13K -40.1
Holdings list only includes long positions. Only includes long positions.

Calendar

22 Oct 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings