EDGEWATER FINANCIAL SERVICES, LLC

EDGEWATER FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 158311).

Registration

• CRD: 158311
• Type: Registered investment adviser
• Phone: 781-740-8617
• Latest filing: 2026-02-24
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158311 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search