← Back to searchVisit website
PARK EDGE ADVISORS, LLC
CRD 317521 · SEC 801-125820
2360 W 11TH ST, CLEVELAND, OH, 44113, United States
Phone
(216) 727-0144
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$522.5M
Discretionary AUM
$350.7M
Team
8 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsSUBADVISER SERVICES, CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 212 | $71.6M |
| High net worth individuals | 100 | $410.4M |
| Pension/profit sharing plans | 4 | $15.5M |
| Charitable organizations | 2 | $13.1M |
| Corporations/business entities | 12 | $12.1M |
States served
CA, MI, NJ, NY, NC, OH, PR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD