C
$17.6M Total AUM
$17.6M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-07-2011
- Office Locations
- 1
Office Locations
-- Roseville CA
About Covered Edge Asset Management, LLC
Covered Edge Asset Management, LLC is a Roseville-based RIA. The firm has been operating for 14 years. Managing $17.6M in total assets under management, with 1 advisory representatives.
Team overview
49 AVG AGE
$17.6M AVG AUM / ADVISOR
$247.4K AVG AUM / CLIENT
14.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES WARREN SCHROEDER
Chief Compliance Officer, Managing Member, President
- CRD
- #2679516
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,568,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,568,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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