$27.8M Total AUM
$27.8M Disc. AUM
-- 3Y CAGR
3 Employees
177 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-10-2022
- Office Locations
- 1
Office Locations
187 Wolf RD Suite 300 Albany NY
About Eden Advisory Services, LLC
Eden Advisory Services is an Albany, NY RIA serving individuals and families with comprehensive financial planning, retirement projections, estate and insurance planning, budgeting/debt guidance, and ongoing investment management tailored to goals and risk. Public filings indicate portfolios are primarily implemented with ETFs and custody is with Pershing.
Team overview
-- AVG AGE
$13.9M AVG AUM / ADVISOR
$157.1K AVG AUM / CLIENT
3.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Nicholas Ventura
Chief Compliance Officer, Owner, Wealth Advisor
- CRD
- #7852850
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
JOSEPH ANDREW VENTURA
Advisor
- CRD
- #1449623
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,800,000 | $157,062 |
| Non-Discretionary | $0 | -- |
| Total | $27,800,000 | $157,062 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing