E
$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · State Street · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-15-2009
- Office Locations
- 1
Office Locations
516 Buttonwood DR Danville CA
About Edgar Investment Management LLC
Edgar Investment Management LLC is a Danville, CA registered investment adviser focused on security selection and asset allocation, building portfolios primarily with ETFs and other indexed vehicles. Provides portfolio construction for retail clients, with custody relationships including Schwab and Vanguard.
Team overview
-- AVG AGE
$6.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
16.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LINCOLN SCOTT EDGAR
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1546763
- 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 | $6,247,975 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,247,975 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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