Edgewater Investment Group

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

36855 American Way Ste F, Avon, Ohio, 44...

Phone Number

(440) 934-2195

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
2

About Edgewater Investment Group

Edgewater Investment Group is a sophisticated wealth management firm based in Avon, OH, dedicated to providing tailored investment solutions for a diverse clientele, including business owners, corporations, endowments, families, and non-profits. The firm offers a wide range of services such as estate planning, portfolio management, retirement planning, and sustainable investing, all designed to align with the specific goals of their clients. With a client-focused approach, Edgewater emphasizes personalized experiences over mere return chasing, ensuring that each client's unique needs are met. Established in 1962, the firm combines proven expertise with a commitment to helping clients navigate the complexities of the financial landscape.Explore more
Popular SearchesEdgewater Investment GroupEdgwater Investments LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Edgewater Investment Grou...

<$5M
11-50
Private
-
1962
N/A
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
1-10
Private
-
1962
N/A
<$5M
11-50
Private
-
1962
N/A
<$5M
1-10
Private
-
2004
CS
Colbie StephensClient Service Associate
<$5M
1-10
Private
-
2015
CH
Christopher HeistenPresident & Founder
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Edgewater Investment Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Edgewater Investment Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Edgewater Investment Group.

Edgewater Investment Group Tech Stack

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Frequently Asked Questions Regarding Edgewater Investment Group

What is Edgewater Investment Group's official website?
Edgewater Investment Group's official website is www.edgewaterig.com
What is Edgewater Investment Group's Revenue?
Edgewater Investment Group's revenue is <$5 Million
What is Edgewater Investment Group's SIC code?
Edgewater Investment Group's SIC: 62,628
What is Edgewater Investment Group's NAICS code?
Edgewater Investment Group's NAICS: 52,523
How many employees does Edgewater Investment Group have?
Edgewater Investment Group has 11-50 employees
What industry does Edgewater Investment Group belong to?
Edgewater Investment Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Edgewater Investment Group competition?
Edgewater Investment Group top competitors include: Raymond James Financial, The Normann Financial Group, MoonDance Investment Advisors, LLC, Raymond James & Associates
What technology does Edgewater Investment Group use?
Some of the popular technologies that Edgewater Investment Group uses are: Ruxit, Enom DNS Hosting, YouTube, Vimeo
How do I contact Edgewater Investment Group?
Edgewater Investment Group contact info: Phone number: (440) 934-2195 Website: www.edgewaterig.com
What does Edgewater Investment Group do?

Edgewater Investment Group is a sophisticated wealth management firm based in Avon, OH, dedicated to providing tailored investment solutions for a diverse clientele, including business owners, corporations, endowments, families, and non-profits. The firm offers a wide range of services such as estate planning, portfolio management, retirement plann... ing, and sustainable investing, all designed to align with the specific goals of their clients. With a client-focused approach, Edgewater emphasizes personalized experiences over mere return chasing, ensuring that each client's unique needs are met. Established in 1962, the firm combines proven expertise with a commitment to helping clients navigate the complexities of the financial landscape.Read More

Is Edgewater Investment Group a public company?
Edgewater Investment Group is private company therefore does not currently have an official ticker symbol
See more information about Edgewater Investment Group

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