Assets Under Management
$12.1B
Number of Clients
2,790
Number of Advisors
107
Average Client AUM
$4.3M
AUM per Advisor
$112.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
NewEdge Wealth offers discretionary and non-discretionary portfolio management services through wrap fee programs, including PWA Advised Portfolios, Model Strategies, Separately Managed Account Programs, and NewEdge Investment Solutions strategies. They tailor services to meet individual client needs, considering risk tolerance, time horizon, and liquidity constraints. Clients can impose reasonable investment restrictions.
2200 Atlantic Street, Suite 200, Stamford, CT, 06902