Shareholder · IFC Personal Money Managers, Inc.
Eric G. Edwards
CRD 7899755 · Named on Form ADV at one SEC-registered adviser
At a glance
IFC Personal Money Managers, Inc., an SEC-registered wealth manager based in New York, NY with $451 million in regulatory assets, lists Eric G. Edwards on its Form ADV as Shareholder.
Firms and roles
- IFC Personal Money Managers, Inc.ShareholderWealth manager · New York, NY · $451M in regulatory assets
AtlasMembers
Eric’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gary H. SchatskyChief Compliance Officer, President, IFC Personal Money Managers, Inc.
- Carole R. SimonettiShareholder, IFC Personal Money Managers, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.