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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- SummitVertex
- Established Date
- 05-01-2013
- Office Locations
- 1
Office Locations
About EDR Investment Advisors, LLC
EDR Financial is a locally owned, registered advisory firm based in Whitefish, Montana, led by founder Dale Roo (13+ years). The firm provides comprehensive financial advice and investment planning, with access to insurance and financial products across Montana and not tied to any single provider. Member of FINRA and SIPC, EDR serves clients in 25+ states, with portfolios primarily implemented using ETFs and public funds.
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Owner & Executives
ERNEST DALE ROO
Managing Member - Cco, Owner
- CRD
- #2993773
- Ownership
- 50% but less than 75%
MAUREEN COLETTE ROO
Managing Member, Owner
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,938,097 | -- |
| Non-Discretionary | $1,030,913 | -- |
| Total | $3,969,010 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,969,010
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $654,196,469 | 19.3% |
| Corporate - Investment Grade | $999,937,608 | 29.5% |
| U.S. Government/Agency | $894,859,419 | 26.4% |
| Cash | $840,625,515 | 24.8% |
| Total | $3,389,619,011 | 100.0% |