Edgar Investment Management, LLC
Edgar Investment Management, LLC (CRD# 159196) is a financial advisory firm headquartered in Houston, TX. They manage $7,668,625 in 63 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Edgar Investment Management, LLC
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts63ACCOUNTS
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Average Account Value$121,724
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Edgar Investment Management, LLC
1
Matthew Edgar (CRD# 5982584) is an Investment Advisor Representative working at Edgar Investment Management, LLC in Houston, TX and has 1 year of experience in the finance industry.
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