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 09/30/16. The fund's latest filing disclosed 234MM in positions, representing 29% of the manager's regulatory AUM.

EDGE WEALTH StockAlpha

-0.9%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EDGE WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 5.57% Tech 6.64% 0.3% 0 36%
AAPL 5.45% Tech -0.31% -0.08% 0 42%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Get the Full Report

EDGE WEALTH Portfolio Concentration

EDGE WEALTH Location

805 THIRD AVENUE
FLOOR 12
NEW YORK, New York
UNITED STATES, 10022

EDGE WEALTH Contact Information

Phone Number: 212-682-0133
Fax Number: 212-682-9592
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B