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FIRM PROFILE
Overview
NORTHERN EDGE CAPITAL ADVISORS LLC is located at 747 Third Ave. 27th Floor, New York, NY 10017 and was first established at New York, New York in 08/14/2009. After operating for 16 years, NORTHERN EDGE CAPITAL ADVISORS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of NORTHERN EDGE CAPITAL ADVISORS LLC’s clients are individuals and 0% of their clients are high net worth individuals. NORTHERN EDGE CAPITAL ADVISORS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at NORTHERN EDGE CAPITAL ADVISORS LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access NORTHERN EDGE CAPITAL ADVISORS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at NORTHERN EDGE CAPITAL ADVISORS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Total Client Assets:
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FIRM INFORMATION
747 Third Ave. 27th Floor, New York, NY 10017
747 Third Ave. 27th Floor, New York, NY 10017
Small
(212) 520-8290
New York since 08/14/2009
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at NORTHERN EDGE CAPITAL ADVISORS LLC
David Ryan
Robert Simeon Goldsmith
Andrew James Wood
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