Large Firm

PARK EDGE ADVISORS, LLC

2360 W 11th St, Cleveland OH 44113

(216) 727-0144

N/A

Firm Details

The basic information about the firm.

Assets Under Management (AUM) This is the total number of dollars the firm holds in client assets: $460,231,808.00
Number of Accounts This is the total number of open accounts the firm has under management.: 821
Number of Employees This is the total number of employees that work at the firm.: 8
Investment Employees Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client: 5

Information about the services offered and fee structure.

Services: Financial PlanningPortfolio ManagementBusiness Investment ManagementConsultingSelection of Other AdvisorsEducation
Fee Structure: Percentage of Assets Under ManagementHourlyFixed Fee
Activities: Trade/Sell Self-Recommended Securities
Securities Buy/Sell Client Account
Trade Quantity

Information about the firm's clients.

High Net Worth Clients A client that has either: greater than $750,000 in investable assets or a $1,500,000 net worth: 76
High Net Worth AUM This is the total number of assets under management for all clients the firm identifies as high net worth: $318,241,426.00
Pension Profit Sharing Clients Clients of the firm that participate in a profit sharing plan which the firm performs financial services: 3
Charitable Organization Clients Number of clients the firm identifies as Charitable Organizations: 3
Charitable Organization AUM Total number of assets under management for clients the form identifies as a “charitable organization”: $11,185,828.00
Corporate Clients Corporate clients are any companies that enlist the investment adviser for wealth management services: 11
Corporate AUM Total number of assets under management for clients the form identifies as “corporate”: $39,958,251.00
None US Client Percentage This is the total number of open accounts the firm has under management.: 0%