EDWARDS FINANCIAL & INSURANCE SERVICES

EDWARDS FINANCIAL & INSURANCE SERVICES is an SEC-registered investment adviser (CRD 307290). Regulatory assets under management: $4.3M.

Registration

• CRD: 307290
• Type: Registered investment adviser
• Phone: 210-369-8743
• Latest filing: 2026-03-26
• Regulatory AUM: $4.3M
• Discretionary AUM: $4.3M
• Clients: 2
• Accounts: 157

Business model

Compensation: % of AUM.

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 307290 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search