T
$5.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-02-1996
- Office Locations
- 1
Office Locations
-- Clearwater FL
About T.l. Eddy Financial Services, Inc.
T.L. Eddy Financial Services, Inc. is a Clearwater, FL registered investment adviser serving retail clients. The firm runs SMA portfolios and, based on reported SMA allocation, is primarily positioned in U.S. government/agency fixed income. Custody is through Charles Schwab. It is a solo-advisor practice led by Thomas Lee Eddy and has operated since 1996.
Team overview
-- AVG AGE
$5.5M AVG AUM / ADVISOR
$161.8K AVG AUM / CLIENT
29.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
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Owner & Executives
No owner records available.
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T
THOMAS LEE EDDY
Advisor
- CRD
- #2705749
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,500,000 | -- |
| Total | $5,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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