Edmp, Inc.
Firm details
- Headquarters
- Lutz, Florida
- CRD number
- 110248
- Registered since
- February 23, 1993
- Website
- www.edmpinc.org
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.98%
- Individuals16%
- Corporations / Businesses4.03%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Edmp, Inc. is an independent registered investment adviser that has been SEC-registered since 1993. The firm is privately owned by an individual and concentrates on portfolio management for individuals, families and small businesses, with institutional clients also represented. Its advisory fees are charged as a percentage of assets under management. The firm reports no focus on ESG investing, does not identify as a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lutz, FL
Hillsborough
Location
Lutz, FL
Headquartered in Lutz, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 136 Whitaker Rd
- Time zone
- ET (UTC-5)
- Office locations
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