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Building 2EDDY FINANCIAL, LLC

Map pinSANTA MONICA, CA
Phone310-451-3339
NotebookSEC #801-112010
Total AUM
$40.8M
Employees
2
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 WILSHIRE BLVD, SUITE 700
SANTA MONICA
CA 90401
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
310-451-3339

ReceiptFinancials

Total AUM
$40.8M
Accounts
85
Discretionary
$40.8M
Accounts
85
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$8.7M
HNW Individual Clients
14
AUM
$32.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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