Investment adviser · CRD 104565

EDGE ASSET MANAGEMENT, INC.

Investment adviser filing (IA)

SEATTLE, WA, United States · Form ADV filed Feb 17, 2017

Regulatory AUM
$33.3B
Form ADV · Item 5.F
Client accounts
6,100
Accounts, not individual clients
Employees
34
Reported in this filing
Advisory professionals
22
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Feb 17, 2017. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

601 UNION STREET, SUITE #2200
SEATTLE, WA, 98101, United States

CRD 104565

Filing source

Form ADV 1075503 · Feb 17, 2017 · 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.