EDGE WEALTH Overview
Edge Wealth Management Llc is an investment advisor that manages 803.4 MM dollars in regulatory AUM and has 10 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 436MM in positions, representing 54% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 436MM in positions, representing 54% of the manager's regulatory AUM.
EDGE WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EDGE WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SHY | 11.35% | ETF | -0.36% | -0.2% | 0 | 10% | ||
| PFF | 11.16% | ETF | 0.46% | -0.24% | 0 | 5% | ||
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FEATURED IN
EDGE WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Matthew A. Weinberg | Owner/ Chief Compliance Officer | October-2006 |
| Douglas J. Spitz | Owner | October-2006 |
EDGE WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
EDGE WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Options (contract for the purchase or sale of a security at a predetermined price during a specific period of time)
Please Note: Investment Risk. Investing in securities involves risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or inves...
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A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Options (contract for the purchase or sale of a security at a predetermined price during a specific period of time)
Please Note: Investment Risk. Investing in securities involves risk of loss that clients should be prepared to bear. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or inves...
Get the Full Report
EDGE WEALTH Portfolio Concentration
EDGE WEALTH Location
805 THIRD AVENUE
FLOOR 12
NEW YORK, New York
UNITED STATES, 10022
FLOOR 12
NEW YORK, New York
UNITED STATES, 10022
EDGE WEALTH Contact Information
Phone Number: 212-682-0133
Fax Number: 212-682-9592
Website: http://www.edgewealth.com
Fax Number: 212-682-9592
Website: http://www.edgewealth.com
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