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EDWARDS FINANCIAL SERVICES
EDWARDS FINANCIAL SERVICES INC.
CRD 150517
5494 LAKE HOWELL RD, WINTER PARK, FL, 32792, United States
Phone
407-678-9400
Fax
407-678-9440
Registration
— (—)
Source
State registered
Total AUM
$69.0M
Discretionary AUM
$69.0M
Team
8 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $10.0M |
| High net worth individuals | 310 | $50.0M |
| Investment companies | 20 | $9.0M |
All web addresses on file
Official SEC filing: View on IAPD