Edr Investment Advisors, LLC

Edr Investment Advisors, LLC (CRD# 167879) is a financial advisory firm headquartered in Kalispell, MT. They manage $3,054,118 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
259 Dairy Dr, Kalispell, MT 59901
http://www.edrfinancial.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $95,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MT

Financial Advisors at Edr Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ernest Roo, financial advisor Kalispell MT
Ernest D. Roo
CRD#: 2993773
259 Dairy Dr, Kalispell, MT 59901

Ernest Roo (CRD# 2993773) is an Investment Advisor Representative working at Edr Investment Advisors, LLC in Kalispell, MT and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals