$69.0M Total AUM
$69.0M Disc. AUM
-- 3Y CAGR
8 Employees
430 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Insight peak
- Established Date
- 04-07-2022
- Office Locations
- 2
Office Locations
445 Park Avenue 9TH Floor NEW York NY
5494 Lake Howell Dr. Winter Park FL
About Edwards Financial Services
Edwards Financial Services is an independent, Winter Park, FL financial planning and investment advisory firm serving retail clients. The team builds customized strategies to grow, protect, and conserve wealth across life stages, with planning support for retirement, insurance, college funding, and tax/accounting needs. Also supports 401(k) and IRA rollovers with access to multiple 401(k) planning platforms and custody via Schwab.
Team overview
-- AVG AGE
$34.5M AVG AUM / ADVISOR
$160.5K AVG AUM / CLIENT
2.5 yrs AVG TENURE
8 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Crest crest Oak
Custodian
Pioneer
Investment Themes
Radial eagle Summit
Investment Vehicles
Focus
Services
Focus Alpha focus Wave Zenith wave Beacon Capital alpha
Technology
Crest
Owner & Executives
Jason Edwards
Chief Compliance Officer, Managing Member, President
- CRD
- #4182788
- Ownership
- 75% or more
(380) 497-6565
vital.ridge@zenithcapital.com
in linkedin.com/in/north-element
Showing 1 of 1 owners & executives
Unlock allContacts
N
Nicole Verde
--
- CRD
- #7993952
(741) 461-6879
focus.harbor@foundationcapital.com
in linkedin.com/in/foundation-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,000,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,282,210,257 | 100.0% |
| Total | $2,282,210,257 | 100.0% |