EDWARDS FINANCIAL SERVICES

EDWARDS FINANCIAL SERVICES of WINTER PARK, FL is an SEC-registered investment adviser (CRD 150517). Regulatory assets under management: $69.0M.

Registration

• CRD: 150517
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150517 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search