Company Information

Get to know edge financial strategies, llc.

EDGE FINANCIAL STRATEGIES, LLC is an independent, fee-only Registered Investment Adviser (RIA) firm based in Naperville, Illinois. The company operates as a fiduciary, meaning it is legally obligated to act in its clients' best interests. It provides comprehensive financial planning, wealth management, and investment management services to individuals and families, focusing on areas such as retirement planning, portfolio management, and goal-based financial strategies. The firm emphasizes a client-centric approach, aiming to build long-term relationships and provide objective advice without the conflicts of interest associated with commission-based sales.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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edge financial strategies, llc.

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.