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Edge Financial Advisors LLC Info

Edge Financial Advisors LLC info

Edge Financial Advisors LLC (SEC CIK 2011402) first filed with the SEC on 2024-04-22 (Form 13F-HR) and has filed 13 times since, including 8 Form 13F-HR quarterly holdings reports. It is organized in IL and registered at 111 W WESLEY ST, STE 1, WHEATON, IL, 60187.

  • Name: Value Edge Financial Advisors LLC.
  • SEC CIK: Value 2011402.
  • State of organization: Value IL.
  • Business address: Value 111 W WESLEY ST, STE 1, WHEATON, IL, 60187.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameEdge Financial Advisors LLC
SEC CIK2011402
State of organizationIL
Business address111 W WESLEY ST, STE 1, WHEATON, IL, 60187
Mailing address111 W WESLEY ST, STE 1, WHEATON, IL, 60187
Phone6302211000
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2024-04-22 (Form 13F-HR)
Latest SEC filing2026-07-16 (Form N-PX)
Filings on EDGAR13
First Form 13F-HR2024-04-22 (quarter ended 2024-03-31)
Latest Form 13F-HR2026-02-05 (quarter ended 2024-06-30)
Form 13F-HR filings8

Filings by Form

FormFilingsLatest
13F-HR82026-02-05
N-PX32026-07-16
13F-NT22026-07-16

Filings by Year

YearFilingsForm 13F-HR
202652
202564
202422

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