Overview
Assets Under Management: $136 million
Headquarters: LUTZ, FL
High-Net-Worth Clients: 54
Average Client Assets: $2 million
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