Eden Financial

RIAState Registered
Total AUM
$26.1M
Discretionary
$26.1M
100% of AUM
Avg account
$177K
Accounts
148
Employees
2
Advisory reps
3

Firm details

Headquarters
Aliso Viejo, California
CRD number
323479
Custodians
CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI53.59%
  • Individuals46.41%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Eden Financial is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and offers pension consulting, adviser selection services and educational workshops. Its fee arrangements are flexible — percentage of assets, hourly and fixed-fee engagements are all used. Eden Financial identifies as an active ESG investor and functions as a capital allocator, meaning it places client capital into third-party managers and specialized strategies in addition to managed public securities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%94%
  • Exchange Traded Equities94%
  • Public Funds/Mutual Funds2%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Contacts

3 of 3
  • Nycole Freer

    Nycole Freer

    FounderCRD 6032956

  • Neil Mason

    Investment AdviserCRD 7842641

  • Marcel Doumerc

    Marcel Doumerc

    PresidentCRD 4571227

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Aliso Viejo, CA

Orange

Location

Aliso Viejo, CA

Headquartered in Aliso Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
15 Enterprise
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth