James C. Edwards & Co., Inc. (New York)

Name: James C. Edwards & Co., Inc.
Address: 570 Lexington Ave, New York, NY, 10022
Telephone: 212-319-8490

James C. Edwards & Co., Inc. is a large advisory firm based in New York. It manages $785.46 million of regulatory assets for 229 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, Massachusetts, and 4 other states.

James C. Edwards & Co. provides portfolio management for individuals and small businesses 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.

James C. Edwards & Co.: assets under management

The assets under management (AUM) of James C. Edwards & Co., Inc. is $785.46 million. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $466.26 million in discretionary accounts and $319.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.53 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.29 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay James C. Edwards & 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.

Careers at James C. Edwards & Co., Inc.

Frederick Augustus Godley Iii has been acting as President since 1 Nov 1999. Bart Alexander Johnston joined the executive team most recently as the Vice Pres. & Dir..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frederick Augustus Godley	Director	1 Jun 1978	Other	4333324
Jeremiah Milbank Bogert	Chairman & ceo & dir.	1 Sep 1991	Other	4330799
David Macneil	President & coo & dir.	1 Sep 1991	Other	2570177
Robert Foote Hill	Vice pres. & dir.	1 Sep 1991	Other	4333274
Margaret Hanlon	Secretary	1 Sep 1991	Other	4333295
Margot Campbell Bogert	Shareholder	1 Jan 1992	Other	4336858
Gail Cockburn Macneil	Shareholder	1 Jan 1992	Other	4336865
Gordon Lemuel Bowyer	Vice pres. & dir.	1 Oct 1996	Other	1297647
Bart Alexander Johnston	Vice pres.	1 Nov 1999	Other	2525453
Frederick Augustus Godley Iii	Director	1 Nov 1999	Other	4333340
Bart Alexander Johnston	Vice pres. & dir.	1 Dec 2002	Other	2525453

Based in New York

The principal office where James C. Edwards & 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. It doesn’t run 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.