PARK EDGE ADVISORS, LLC

RIASEC RegisteredEst. 2022

Total AUM

$523M

Discretionary

$351M

67% of AUM

Avg account

$581K

Accounts

900

Employees

Advisory reps

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 registered investment adviser organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning and portfolio management across individual, small business and institutional accounts, and it also offers pension consulting, manager selection services and educational workshops. Its fee model is flexible: percentage-of-AUM billing is offered alongside hourly and fixed-fee engagements, and the firm may charge performance-based fees on certain mandates. Park Edge is not an active ESG investor according to available filings. The firm registered with the SEC in 2022 and identifies itself as a selector of third-party managers, indicating a mix of internally managed and externally allocated strategies.