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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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..
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.