Edwards James & Co Inc (New York)

Name: Edwards James & Co Inc
Address: 570 Lexington Ave, New York, NY, 10022
Telephone: 212-319-8490

Edwards James & Co Inc is a large advisory firm based in New York. It manages $1.07 billion of regulatory assets for 194 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, New Jersey, and 3 other states.

Edwards James & provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Edwards James &: assets under management

The assets under management (AUM) of Edwards James & Co Inc is $1.07 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $573.27 million in discretionary accounts and $496.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.68 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.34 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edwards James & Co Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Edwards James & Co Inc

Frederick Augustus Godley has been acting as President since 1 Jun 1978. Bart Alexander Johnston joined the executive team most recently as the Vice Pres..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frederick Augustus Godley	Director	1 Jun 1978	Other	4333324
Jeremiah Milbank Bogert	Chairman & ceo & dir.	1 Sep 1991	Other	4330799
David Macneil	President & coo & dir.	1 Sep 1991	Other	2570177
Robert Foote Hill	Vice pres. & dir.	1 Sep 1991	Other	4333274
Margaret Hanlon	Secretary	1 Sep 1991	Other	4333295
Margot Campbell Bogert	Shareholder	1 Jan 1992	Other	4336858
Gail Cockburn Macneil	Shareholder	1 Jan 1992	Other	4336865
Gordon Lemuel Bowyer	Vice pres. & dir.	1 Oct 1996	Other	1297647
Bart Alexander Johnston	Vice pres.	1 Nov 1999	Other	2525453
Frederick Augustus Godley Iii	Director	1 Nov 1999	Other	4333340

Based in New York

The principal office where Edwards James & Co Inc performs its advisory services is located at 570 Lexington Ave, New York, NY 10022, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-319-8490 or by fax 212-371-5629. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.jcedwards.com.