Benjamin F. Edwards & Co.
Overview
A national wealth management firm committed to putting clients' interests first. Founded in 2008, Benjamin F. Edwards & Co. offers a range of financial services, including wealth planning, financial planning, estate planning, advisory services, education planning, IRAs & retirement plans, alternative investments, and lending services. The firm operates both a traditional full-service brokerage and an independent advisory arm, Edwards Wealth Management. With a legacy spanning nearly 140 years over six generations of the Edwards family, the firm has grown to over 100 locations across 34 states, managing over $50 billion in assets. It remains privately held and independent, with zero debt, and is committed to staying independent through future generations. The firm has been recognized as a Top Workplace by USA Today and Inc. Magazine.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about Benjamin F. Edwards & Co.
What sectors does Benjamin F. Edwards & Co. invest in?
Benjamin F. Edwards & Co. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Clayton, Missouri, United States. Benjamin F. Edwards & Co. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Benjamin F. Edwards & Co. invest at?
Benjamin F. Edwards & Co. backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Benjamin F. Edwards & Co. invest in?
Benjamin F. Edwards & Co. invests across United States.
Who are the partners at Benjamin F. Edwards & Co.?
Team members listed for Benjamin F. Edwards & Co. include Brooke Eggleston (Chief Human Resources Officer) and David Shipper (Vice President - Co Manager).
What companies has Benjamin F. Edwards & Co. invested in?
Benjamin F. Edwards & Co.'s portfolio includes Microsoft, Johnson & Johnson, Procter & Gamble, Pfizer, PepsiCo, Arista Networks, Home Depot and Eli Lilly and Company.
How do I contact Benjamin F. Edwards & Co.?
Benjamin F. Edwards & Co.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database