EDWARDS FINANCIAL SERVICES

RIASEC Registered

Total AUM

$69M

Discretionary

$69M

100% of AUM

Avg account

$137K

Accounts

504

Employees

Advisory reps

Firm details

Headquarters: WINTER PARK, Florida
CRD number: 150517
Website: www.efs-advisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI72.46%
Individuals14.49%
Investment Companies13.04%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Edwards Financial Services is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, charging fees based on a percentage of assets under management. Advisory work centers on financial planning and portfolio management for individuals and small businesses, and the firm also operates as an insurance broker. The snapshot data indicates Edwards Financial Services does not identify as an active ESG investor, and is not listed as a multi-state adviser in the firm’s profile.