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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-24-1996
- Office Locations
- 1
Office Locations
About Edgewater Asset Management
Edgewater Asset Management provides personalized, fiduciary portfolio management, wealth management, and tax strategies for individuals, families, trusts, pensions, and corporations. The firm builds tax-managed, growth-oriented portfolios—often using ETFs—and customizes around a client’s full balance sheet, not just assets managed at Edgewater; typically serves a select group with $500k+ investable assets, with primary custody at Charles Schwab.
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Owner & Executives
LYNNE MYERS MALLORY
MANAGING DIRECTOR, Partner
- CRD
- #1508231
- Ownership
- 50% but less than 75%
STEVEN EUGENE WINTER
Financial Advisor, MANAGING DIRECTOR
- CRD
- #1520947
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,214,755 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,214,755 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,214,755
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,192,460,863 | 14.5% |
| Public Funds | $1,356,938,224 | 16.5% |
| Cash | $452,312,741 | 5.5% |
| U.S. Government/Agency | $1,414,505,300 | 17.2% |
| Corporate - Investment Grade | $1,529,639,452 | 18.6% |
| Municipal Bonds | $2,278,011,444 | 27.7% |
| Total | $8,223,868,024 | 100.0% |