Eden Financial
Eden Financial (CRD# 323479) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $5,295,238 in 45 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts45ACCOUNTS
-
Average Account Value$117,672
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Eden Financial
1
Neil Mason (CRD# 7842641) is an Investment Advisor Representative working at Eden Financial in Newport Beach, CA and has 1 year of experience in the finance industry.
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