EDWARDS PREMIER FINANCIAL

EDWARDS PREMIER FINANCIAL is an SEC-registered investment adviser (CRD 298453). Regulatory assets under management: $1.5M.

Registration

• CRD: 298453
• Type: Registered investment adviser
• Phone: 3123158856
• Latest filing: 2023-09-10
• Regulatory AUM: $1.5M
• Non-discretionary AUM: $1.5M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298453 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search