Eddy Financial, LLC
Eddy Financial, LLC (CRD# 290208) is a financial advisory firm headquartered in Santa Monica, CA. They manage $51,356,000 in 98 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management51MILLION
-
Total Number of Accounts98ACCOUNTS
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Average Account Value$524,041
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Eddy Financial, LLC
1
Andrew Eddy (CRD# 3000011) is an Investment Advisor Representative working at Eddy Financial, LLC in Santa Monica, CA and has over 26 years of experience in the finance industry.
2
Robert Eddy (CRD# 603372) is an Investment Advisor Representative working at Eddy Financial, LLC in Santa Monica, CA and has over 40 years of experience in the finance industry.
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