L
CRD: 130483
L. B. Eddy
Southwick, MA
4136265500
$15.7M Total AUM
$15.7M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-1994
- Office Locations
- 1
Office Locations
507 Southampton Road Westfield MA
About L. B. Eddy
L. B. Eddy is a Southwick-based RIA. The firm has been operating for 32 years. Managing $15.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$15.7M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Beacon beacon Summit
Investment Themes
Insight summit Frontier
Investment Vehicles
Capital
Services
Optima pathway Legacy Vital Meridian beacon Prime
Owner & Executives
L
LATIMER BALLOU EDDY
Director Of Operations
- CRD
- #2581148
- Ownership
- 75% or more
(940) 682-8595
momentum.insight@deltacapital.com
in linkedin.com/in/ridge-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,735,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,735,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,735,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,440,485,066 | 100.0% |
| Total | $5,440,485,066 | 100.0% |