$61.9M Total AUM
$61.9M Disc. AUM
-- 3Y CAGR
2 Employees
45 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-13-2017
- Office Locations
- 1
Office Locations
100 Wilshire Blvd, Suite 700 Santa Monica CA
About Eddy Financial, LLC
Eddy Financial, LLC is a CFP-led wealth management and financial planning firm in Santa Monica serving the Los Angeles area. Advises individuals and families on tax-aware investing, retirement plan decisions, deferred compensation, stock options, business-sale planning, and post-divorce financial resets. Custodied at Charles Schwab.
Team overview
-- AVG AGE
$30.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
8.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
ANDREW DEVEREUX EDDY
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #3000011
- Ownership
- 75% or more
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R
ROBERT DEVEREUX EDDY JR
Owner
- CRD
- #603372
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,888,500 | $480,397 |
| Non-Discretionary | $0 | -- |
| Total | $61,888,500 | $480,397 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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