Park Edge Advisors

Park Edge Advisors

投资管理

Cleveland，Ohio 89 位关注者

Over 150 years of combined experience in financial services. Transparent. Independent. Ready to work for you.

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关于我们

Park Edge Advisors was formed through the combination of three separate practices each with its own experience and complementary skill sets. Those firms were Lowrie Wealth Management, Matt Gordillo of Ancora Holdings, and Park Edge Group, which along with the beautiful park adjacent to our office, provided the inspiration for our firm’s name. The oldest of those firms, Lowrie Wealth Management, began more than 70 years ago when a man named Ralph String founded a small, family-focused wealth management practice. Today, several Park Edge clients represent the third and even fourth generations of families that began working with Lowrie Wealth Management in the 1950s. Steadiness, consistency, longevity. We believe these assets are invaluable to clients who benefit from the experience of long, lifecycle transitions and the insights they provide. Today, Park Edge Advisors is 100% owned by our 5 principals, each of whom have more than 25 years of industry experience spanning a wide range of roles and disciplines. Social Media Disclosure: https://parkedgeadvisors.com/wp-content/uploads/2024/03/Park-Edge-Social-Media-Disclosure.pdf

网站
https://parkedgeadvisors.com/
所属行业
投资管理
规模
2-10 人
总部
Cleveland，Ohio
类型
合营企业

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