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, SEC-registered investment adviser organized as a corporation and operating since 1993. The firm serves both individual and family clients as well as institutional investors, providing portfolio management primarily for individuals and small businesses. Compensation is billed as a percentage of assets under management. Edmp is not marketed as an ESG-active adviser, does not describe itself as a multi-state or newly formed adviser, and does not act as a dedicated 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
1 of 1
Colton Carnevale
COOCRD 7013737
Contacts
2 of 2
Julie Carnevale
PresidentCRD 1317870
Charles Carnevale
PresidentCRD 41098
Wealth 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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