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FINANCIAL EDGE

CRD #114609 SEC #801-60619 PLANO, TX 972-733-4055

SEC Registered

Total AUM

$39.6M

Discretionary

$0

Employees

5

Clients

101

Accounts

345

Overview AUM History People Fees

No personnel data available for this firm

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SEC IAPD

Data sourced from SEC Form ADV filings via the Investment Adviser Public Disclosure (IAPD) system. This information is provided as-is and may not reflect the most current filing. Always verify with the SEC or the adviser directly before making investment decisions.

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