CRD: 158514
Commonwealth Asset Management Group LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Insight
- Established Date
- 08-30-2011
- Office Locations
- 1
Office Locations
About Commonwealth Asset Management Group LLC
Commonwealth Asset Management Group, LLC provides wealth management and financial planning for individuals and families, with a focus on business owners and entrepreneurs navigating significant life events. The firm builds asset-allocation and risk-managed portfolios primarily using ETFs (a main vehicle in its managed accounts) and mutual funds, and supports retirement, college/529, and charitable planning. Custody commonly via Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LARRY DOUGLAS EDWARDS
Chief Compliance Officer, EXECUTIVE DIRECTOR, Founder
- CRD
- #4520263
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,303,555 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,303,555 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $18,303,555
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $142,944,817 | 33.0% |
| Public Funds | $109,591,026 | 25.3% |
| Cash | $83,167,894 | 19.2% |
| Derivatives | $97,462,375 | 22.5% |
| Total | $433,166,112 | 100.0% |