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- Custodian
- Interactive Brokers ยท JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2019
- Office Locations
- 1
Office Locations
About Edwards Premier Financial
Edwards Premier Financial Corporation is an Illinois-based, fee-based RIA offering portfolio management and financial planning for individual investors, including retirement, estate planning and insurance guidance. The firm builds risk-tolerance-based portfolios using mutual funds, stocks, bonds, CDs and ETFs, with custody/market access through Interactive Brokers. Accounts support online access plus banking-style features (debit card, wires, checks); CEO Eric Edwards has worked in banking and brokerage since 1995.
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Investment Themes
Investment Vehicles
Services
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Owner & Executives
ERIC ROY EDWARDS
Chief Executive Officer, Investment Advisor, President
- CRD
- #2429501
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,500,000 | -- |
| Total | $1,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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