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Edmd Financial Strategies, LLC

Edmd Financial Strategies, LLC. CRD 153242

Edmd Financial Strategies, LLC logo

CRD: 153242

Edmd Financial Strategies, LLC

SAN Ramon, CA, 94583
9258046820
edmd.org
$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
TD Ameritrade
Clients
Retail
Platforms
InsightCatalyst pathway +more
Established Date
05-11-2010
Office Locations
1

Office Locations

6101 Bollinger Canyon RD Suite 328 SAN Ramon CA

About Edmd Financial Strategies, LLC

EdMD (EdMD Financial Strategies, LLC) supports families through college admissions and financial aid, including career/major planning, application and essay development/editing, extracurricular positioning, and aid-form submission. Public filings also show financial planning and ETF-based portfolio management (TD Ameritrade custody). 18+ years’ experience with 2,160+ students and 26,000+ applications and 35,000+ aid forms supported.

Team overview

-- AVG AGE
$2.5M AVG AUM / ADVISOR
$25.0K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Element

CRM

Prime focus Prime

Custodian

Horizon prime Optima vertex Zenith Foundation harbor Peak Prime vector

Investment Vehicles

Frontier foundation

Services

Catalyst Focus Pioneer insight Vector element Optima Ridge zenith Vital fusion

Technology

Catalyst timber Horizon Crest ridge Frontier Crest Zenith

Owner & Executives

DANIEL DAVID CLAFFEY

DANIEL DAVID CLAFFEY

Chief Compliance Officer, Managing Member, Owner

CRD
#2646620
Ownership
75% or more
(271) 389-6705
horizon.pathway@quantumcapital.com
in linkedin.com/in/fusion-vertex

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,500,000 --
Non-Discretionary $0 --
Total $2,500,000 --

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Separately Managed Accounts

Total SMA Asset: $2,500,000

$2.5M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $3,454,297,296 100.0%
Total $3,454,297,296 100.0%

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