EDGE FINANCIAL ADVISORS, LLC of WHEATON, IL is an SEC-registered investment adviser (CRD 136426). Regulatory assets under management: $512.5M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Edward James Meek | CEO /MEMBER | — |
| James L Alexander | INVESTMENT ADVISORY REPRESENTATIVE | — |
| Jeremy Robert Schletz | CHIEF COMPLIANCE OFFICER | — |
| MEEK EDWARD JAMES | CEO / CCO/MEMBER; CEO /MEMBER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER (+1 more) | — |
| RADISAVLJEVIC SRBO NMN | MANAGING MEMBER / INVESTMENT ADVISOR; OWNER | — |
| ALEXANDER VALERIE L | INVESTMENT ADVISORY REPRESENTATIVE | — |
| PASTORE JENNIFER RITA | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| SMITH JOHN MORGAN | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER/MEMBER; MANAGING MEMBER / CHIEF INVESTMENT OFFICER | — |
| SCHLETZ JEREMY ROBERT | CHIEF COMPLIANCE OFFICER | — |