E
CRD: 119486
Edman Global Investment Management LLC
Mckinney, TX
9039605765
$3.6M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Etrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-26-2010
- Office Locations
- 1
Office Locations
-- Mckinney TX
About Edman Global Investment Management LLC
Edman Global Investment Management LLC is a Mckinney-based RIA. The firm has been operating for 15 years. Managing $3.6M in total assets under management, with 1 advisory representatives. They custody assets with Etrade.
Team overview
-- AVG AGE
$3.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Owner & Executives
D
DAVID ALLISON EDMAN
President
- CRD
- #4510026
- Ownership
- 75% or more
(258) 293-6545
focus.timber@meridiancapital.com
in linkedin.com/in/catalyst-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,579,426 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,579,426 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,579,426
Other:
16.4% Cash:
38.2% Equity - Exchange:
45.4% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,419,060,371 | 16.4% |
| Cash | $3,305,372,329 | 38.2% |
| Equity - Exchange | $3,928,374,443 | 45.4% |
| Total | $8,652,807,143 | 100.0% |