EDEN FAMILY WEALTH GROUP, LLC

Overview

Eden Family Wealth Group, LLC is a small, owner-run advisory firm organized as an LLC. The firm offers fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Its business profile combines accounting and other financial-product sales with advisory work focused on financial planning and portfolio management for individuals, small businesses and institutional/business clients. The firm also lists pension consulting and educational seminars among its advisory activities. It is not positioned as an ESG investor, does not operate as a multi-state adviser, and is not identified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives