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Eden Financial

Eden Financial. CRD 323479

E

CRD: 323479

Eden Financial

Aliso Viejo, CA, 92656
9498007835
edenfinancial.co
$16.2M Total AUM
$16.2M Disc. AUM
-- 3Y CAGR
2 Employees
64 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company
Clients
Retail
Platforms
Ridge unisonMatrix +more
Established Date
01-18-2023
Office Locations
3

Office Locations

15 Enterprise STE 250 Aliso Viejo CA
-- Guntersville AL
-- Newport Beach CA

About Eden Financial

Eden Financial is a California-registered RIA led by CFP® and Behavioral Financial Advisor Nycole Freer, focused on helping young families reduce financial stress and make confident investment decisions. The firm provides comprehensive financial planning (budgeting, debt education, tax and estate planning, and investment planning) plus a la carte coaching, one-time investing guidance, and ongoing investment management for clients in CA and nationwide.

Team overview

33 AVG AGE
$8.1M AVG AUM / ADVISOR
$252.8K AVG AUM / CLIENT
2.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age

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Asset Classes

Frontier Optima vertex Meridian legacy Vertex Vertex insight Momentum eagle

Client Personas

Horizon vertex Legacy prime

Custodian

Timber glacier Ember

Investment Themes

Vector Pioneer fusion Alpha Prime Ember

Investment Vehicles

Momentum atlas

Services

Oak Horizon Vital Beacon Vital Alpha vital Beacon fusion Matrix Unison horizon

Technology

Prime Pathway Zenith

Owner & Executives

NYCOLE BERLYN FREER

NYCOLE BERLYN FREER

FOUNDER

CRD
#6032956
Ownership
75% or more
(536) 501-3553
beacon.atlas@catalystcapital.com
in linkedin.com/in/matrix-wave

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Contacts

M

MARCEL GASTON DOUMERC

Advisor

CRD
#4571227
(857) 689-8559
element.glacier@alphacapital.com
in linkedin.com/in/meridian-element
N

Neil Abraham Mason

Business Consultant

CRD
#7842641
(447) 813-7493
pathway.capital@focuscapital.com
in linkedin.com/in/fusion-peak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $16,176,871 --
Non-Discretionary $0 --
Total $16,176,871 --

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Separately Managed Accounts

Total SMA Asset: $16,176,871

$16.2M Total SMA
Equity - Exchange:
21.7%
Cash:
19.3%
Public Funds:
24.1%
Equity - OTC:
19.6%
U.S. Government/Agency:
15.3%
Asset class Assets Assets %
Equity - Exchange $1,391,360,230 21.7%
Cash $1,237,477,071 19.3%
Public Funds $1,545,243,389 24.1%
Equity - OTC $1,256,712,466 19.6%
U.S. Government/Agency $981,005,140 15.3%
Total $6,411,798,296 100.0%

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