Park Edge Advisors, LLC

RIASEC RegisteredEst. 2022
Total AUM
$523M
Discretionary
$351M
67% of AUM
Avg account
$581K
Accounts
900
Employees
8
Advisory reps
5

Firm details

Headquarters
Cleveland, Ohio
CRD number
317521
Registered since
June 6, 2022
Website
parkedgeadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI78.53%
  • Individuals13.69%
  • Pension & Profit Sharing Plans2.96%
  • Charitable Organizations2.5%
  • Corporations / Businesses2.31%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Park Edge Advisors, LLC is an independent SEC-registered registered investment adviser organized as an LLC and first registered in 2022. The firm acts as a capital allocator and serves a mix of individual and family clients as well as institutional clients. It offers a range of advisory services listed on its ADV, including financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of other advisers, pension consulting services, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance-based fees. Park Edge does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 51%, Public Funds/Mutual Funds 42%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Private Funds 1%51%
  • Exchange Traded Equities51%
  • Public Funds/Mutual Funds42%
  • Cash & Cash Equivalents5%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Richard Lowrie

    Richard Lowrie

    President, Chief Investment OfficerCRD 1880589

Contacts

3 of 4
  • Gavin Gewecke

    Gavin Gewecke

    Portfolio ManagerCRD 7772492

  • Matthew Gordillo

    Matthew Gordillo

    Principal & AdvisorCRD 2430167

  • Kimberly Murphy

    Kimberly Murphy

    Vice PresidentCRD 2796122

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 83

Active vs passive

$226M in ETFs

Passive

74%

$167M

Active

21%

$59.7M

ETFProviderStyleCategoryValueShares% of portfolio
SIMPLIFY HIGH YIELD ETF (CDX)ActiveHigh Yield Bond$16.3M772,2877.21%
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Location

Primary office

Cleveland, OH

Cuyahoga

Location

Cleveland, OH

Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
2360 W 11th St
Time zone
ET (UTC-5)
Office locations

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