FIND A EDG CAPITAL LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 326173
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for EDG CAPITAL LLC Comes From
Understanding the Statistics for EDG CAPITAL LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
1743 S Sidewinder Drive Suite 110, Park City, UT 84060
Mailing Address
1743 S Sidewinder Drive Suite 110, Park City, UT 84060
Firm Size
Small
Phone Number
(435) 602-6234
Established
Delaware since 10/31/2022
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
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 EDG CAPITAL LLC
RF
Richard Mark Feldman
RR
CRD#: 2273453
Location:
Boston, MA 02110
Company:
EXEMPLAR CAPITAL, LLC
Disclosures:
Experience:
33 years
JS
John Carl Szot
RR
CRD#: 6348330
Location:
Park City, UT 84060
Company:
EDG CAPITAL LLC
Disclosures:
Experience:
10 years
AK
Alona Kornberg
RR
CRD#: 6990646
Location:
Fort Lee, NJ 07024
Company:
AHANA MARKETS LLC
Disclosures:
Experience:
7 years
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