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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Value frontierBeacon
- Established Date
- 07-16-1996
- Office Locations
- 2
Office Locations
About Financial Edge
Financial Edge is a San Antonio, TX advisory firm serving both businesses seeking retirement and pension plan management and successful individuals needing a financial counselor. The firm builds goal-based financial plans and provides ongoing investment management with an emphasis on wealth preservation and asset allocation, using mutual funds and ETFs. Operates across retail and institutional relationships and custodians through SEI.
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Investment Themes
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Owner & Executives
MARY CATHERINE FITZGERALD
Chief Compliance Officer, GENERAL PARTNER
- CRD
- #1943079
- Ownership
- 75% or more
Sherrie Ann Graves
PARTNER
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $50,999,998 | -- |
| Total | $50,999,998 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,999,998
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,495,254,017 | 31.8% |
| Equity - Exchange | $3,206,802,640 | 68.2% |
| Total | $4,702,056,657 | 100.0% |