John
Marx
Edge Wealth Management, LLC
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About this Advisor
John Marx is a financial advisor based in New York, New York, working with Edge Wealth Management, LLC. John has previously held a position at Edge Wealth Management. John has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, John is part of Edge Wealth Management, LLC, which operates out of New York, New York. The firm has 3 offices and 8 employees. The firm manages assets totaling $748.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Edge Wealth Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edge Wealth Management, LLC Brokerage Details
$748,694,050
8
460
$1,627,596
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
John Marx Work History
Edge Wealth Management
Disclosures
Please visit the SEC profile of John Marx to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edge Wealth Management, LLC
New York, NY
New York, NY
Havertown, PA
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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