Edgewater Pro Sports Financial
Firm details
- Headquarters
- Avon, Ohio
- CRD number
- 135316
- Registered since
- March 12, 2021
- Website
- www.epsf.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Edgewater Pro Sports Financial LLC is an independent registered investment adviser established in 2021 and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. In addition to its advisory practice, the firm operates as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements include percentage-of-AUM billing and fixed fees. Edgewater does not present itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds20%
- US Government Bonds10%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
Contacts
3 of 4
David Szafranski
PresidentCRD 2284626
Dan Henson
PresidentCRD 4957219
Drew Henson
Client RelationsCRD 5913703
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$39.2M in ETFs
100%
$39.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO AEROSPACE & DEFENSE ETF (PPA) | Invesco | Passive | Industrials | $5.4M | 29,380 | 13.83% |
Location
Avon, OH
Lorain
Location
Avon, OH
Headquartered in Avon, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Lorain
- Address
- 36855 American Way
- Time zone
- ET (UTC-5)
- Office locations
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