$53.3M Total AUM
$53.3M Disc. AUM
-- 3Y CAGR
2 Employees
63 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-20-2010
- Office Locations
- 1
Office Locations
12555 Orange DR Suite 124 Davie FL
About Sedg Financial Services Corp.
Sedg Financial Services Corp. is a Davie-based RIA. The firm has been operating for 15 years. Managing $53.3M in total assets under management, with 1 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$53.3M AVG AUM / ADVISOR
$845.8K AVG AUM / CLIENT
15.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Owner & Executives
S
SALOMON LEVY
Chief Executive Officer, President
- CRD
- #2613886
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,287,150 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,287,150 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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