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.
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 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.
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.