Sign in Sign up for free

Edwards Capital, LLC Dba Flexpoint Ford, LLC (Chicago)


Edwards Capital, LLC Dba Flexpoint Ford, LLC is a large advisory firm based in Chicago. It manages $989.2 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012.

Logo

Edwards Capital, LLC Dba Flexpoint Ford provides 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 Capital, LLC Dba Flexpoint Ford: assets under management

The assets under management (AUM) of Edwards Capital, LLC Dba Flexpoint Ford, LLC is $989.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $989.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $494.6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edwards Capital, LLC Dba Flexpoint Ford, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Edwards Capital, LLC Dba Flexpoint Ford, LLC performs its advisory services is located at 676 N. Michigan Avenue, Chicago, IL 60611 2846, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-327-4520 or by fax 312-327-4525. The normal business hours are 8:00 am-5:30 pm on Monday - Friday. You can find more information about the New York firm at www.flexpointford.com.


Registered investment advisers similar to Edwards Capital, LLC Dba Flexpoint Ford, LLC