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FINANCIAL EDGE
CRD 114609 · SEC 801-60619
Advisory firmPartnership
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$51.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 24 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; PORTION OF THE TOTAL FEE CHARGED BY THIRD PARTY MANAGER
Org form
Partnership
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $11.2M |
| High net worth individuals | 10 | $39.8M |
All web addresses on file
Official SEC filing: View on IAPD