Investment adviser · CRD 164055
EDGE ADVISORY
Investment adviser filing (IA)
EDGE ADVISORY, LLC (A DELAWARE CORPORATION)
CHARLOTTE, NC, United States · Form ADV filed Jun 4, 2012
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 4, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
10130 MALLARD CREEK ROAD, SUITE 300CHARLOTTE, NC, 28262, United States
CRD 164055
Filing source
Form ADV 640532 · Jun 4, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.