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- Custodian
- ETC Brokerage ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-29-2005
- Office Locations
- 2
Office Locations
About Eddleman & Eddleman INC
Founded in 2005, Eddleman & Eddleman is a fiduciary-only RIA/CPA firm advising individuals, family offices, and small businesses with integrated financial planning, tax and accounting, and investment management across stocks, bonds, mutual funds, ETFs and alternatives. The firm also supports accredited investors via Reg D offerings like the Biblically responsible Eddleman IMPACT Fund and provides institutional asset management for credit unions and other advisory firms.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NOEL ADRIAN EDDLEMAN
Chief Investment Officer, FOUNDER
- CRD
- #4339336
- Ownership
- 75% or more
STELLA LEE EDDLEMAN
Chief Compliance Officer, Chief Investment Officer
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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CHRISTOPHER SCOTT ARNOLD
Chief Operating Officer
- CRD
- #4507300
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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