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- Custodian
- --
- Clients
- Retail
- Platforms
- Prime
- Established Date
- 04-02-2020
- Office Locations
- 1
Office Locations
About Edwards Financial & Insurance Services
Edwards Financial Services is an independent, retail-focused advisory firm in Helotes, Texas providing investment management and ongoing financial planning, including retirement planning, insurance guidance, college planning, tax/accounting support, and 401(k)/IRA rollover help. Their investment approach uses diversified tools with a notable ETF emphasis alongside fixed income. For plan sponsors, they highlight access to multiple 401(k) planning platforms to broaden options and help manage costs.
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Owner & Executives
Diana W Edwards
Registered Investment Advisor
- CRD
- #7220658
- Ownership
- 50% but less than 75%
Robert Lynn Edwards III
Vice President
- CRD
- #7122730
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,300,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,231,935,580 | 19.2% |
| U.S. Government/Agency | $2,181,552,589 | 34.0% |
| Cash | $1,129,274,281 | 17.6% |
| Corporate - Investment Grade | $1,873,568,694 | 29.2% |
| Total | $6,416,331,144 | 100.0% |