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- Custodian
- Interactive Brokers · John Hancock · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-24-2017
- Office Locations
- 1
Office Locations
About Edgon Advisory LLC
EDGON Financial (EDGON Advisory LLC) is a founder-led, retail-focused practice run by Eduardo Y. Gonzalez-Lopez. The firm provides investment guidance, insurance solutions, and planning strategies tailored to each client’s income, cash flow, net worth, tax situation, risk tolerance, and time horizon. Operates in Connecticut with ties to Puerto Rico and works with custodians including Interactive Brokers.
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
EDUARDO YAMIR GONZALEZ-LOPEZ
Chief Compliance Officer, Managing Member, President
- CRD
- #5702541
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $500 | -- |
| Non-Discretionary | $102,500 | -- |
| Total | $103,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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