Edgebrook Investments, LLC
Edgebrook Investments, LLC (CRD# 133418) is a financial advisory firm headquartered in Ceres, CA. They manage $3,163,950 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts2ACCOUNTS
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Average Account Value$1,581,975
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Edgebrook Investments, LLC
1
Andrew Preikschat (CRD# 4119644) is an Investment Advisor Representative working at Edgebrook Investments, LLC in Ceres, CA and has 1 year of experience in the finance industry.
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