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EDGAR INVESTMENT MANAGEMENT, LLC
CRD 159196
12246 QUEENSTON BLVD, SUITE F, HOUSTON, TX, 77095, United States
Phone
832-680-4272
Fax
866-866-7987
Registration
— (—)
Source
State registered
Total AUM
$13.2M
Discretionary AUM
$13.1M
Team
1 total employees; 1 advisory reps; 37 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $3.8M |
| High net worth individuals | 12 | $9.2M |
| Pension/profit sharing plans | 1 | $103K |
| Corporations/business entities | 3 | $132K |
All web addresses on file
Official SEC filing: View on IAPD