# EDWARDS FINANCIAL SERVICES

EDWARDS FINANCIAL SERVICES of WINTER PARK, FL is an SEC-registered investment adviser.

## Registration

- CRD: 150517
- Type: SEC-registered investment adviser
- Location: 5494 LAKE HOWELL RD, WINTER PARK, FL, 32792
- Phone: 407-678-9400
- Latest filing: 2026-08-06
- Regulatory AUM: $69.0M
- Discretionary AUM: $69.0M
- Clients: 8
- Accounts: 504

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150517/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150517/similar
- Related entities: https://search.stillhousedata.com/firm/150517/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150517

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.