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Investors Edge, LLC (Orlando)


Investors Edge, LLC is a large advisory firm based in Orlando. It manages $110 million of regulatory assets for 350 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona, California, Florida, and 5 other states.




Investors Edge provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Investors Edge: assets under management

The assets under management (AUM) of Investors Edge, LLC is $110 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $100 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Investors Edge, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Orlando

The principal office where Investors Edge, LLC performs its advisory services is located at 201 S Orange Ave., Orlando, FL 32801, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-514-3180 or by fax 407-648-1472. The normal business hours are 8:30 - 5:00 on Monday - Friday.


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