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SEDG FINANCIAL SERVICES CORP.
CRD 155488
12555 ORANGE DR, SUITE 124, DAVIE, FL, 33330, United States
Phone
954-862-1492
Fax
954-862-1493
Registration
— (—)
Source
State registered
Total AUM
$53.3M
Discretionary AUM
$53.3M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $17.5M |
| High net worth individuals | 15 | $35.8M |
All web addresses on file
Official SEC filing: View on IAPD