Overview
Assets Under Management: $136 million
Headquarters: LUTZ, FL
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
EDMP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110248), EDMP, INC. is subject to fiduciary duty under federal law.
EDMP, INC. is headquartered in LUTZ, FL.
EDMP, INC. serves 54 high-net-worth clients according to their SEC filing dated February 22, 2024. View client details ↓
According to their SEC Form ADV, EDMP, INC. offers portfolio management for individuals. View all service details ↓
EDMP, INC. manages $136 million in client assets according to their SEC filing dated February 22, 2024.
According to their SEC Form ADV, EDMP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.18
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 207
Discretionary Accounts: 205
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 110248
Last Filing Date: 2024-02-22 00:00:00
Website: https://edmpinc.com