EDDLEMAN & EDDLEMAN INC

Overview

Eddleman & Eddleman Inc. is an independent registered investment adviser that serves both individual and institutional clients. The firm operates as a capital allocator and provides fee-based financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its compensation mix includes percentage-of-assets, hourly fees, and fixed fees. The adviser does not position itself as an ESG investor and maintains a relatively compact asset base, concentrating on conventional wealth-management services alongside selective private-market exposures. Investment activity centers on model-driven allocations to publicly available mutual funds and other pooled vehicles, supplemented by selective alternative allocations. The firm also acts in sponsor and manager roles for private pooled vehicles and engages accountants and outside sponsors where needed, indicating hands-on involvement when placing client capital into private strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices