Edyn

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
Philadelphia, Pennsylvania
CRD number
342781
Registered since
July 13, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Edyn is a newly formed corporate investment adviser that registered with the SEC in 2026. The firm is owned by an individual and focuses on portfolio management services for individuals and small businesses. Its stated fee framework combines asset-based fees and fixed-fee arrangements, suggesting flexibility in client engagement models. Edyn is not positioned as a capital allocator and does not identify as a multi-state adviser, pension consultant, related adviser, or an active ESG investor. The firm’s internal classification is listed as unclassified, which is consistent with its recent formation and the limited public footprint to date.

Assets & Accounts

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

Contacts

3 of 4
  • Raphael Alila

    CRD 8285902

  • Kinoti Phillip

    CRD 8335229

  • Vanessa Koku

    CRD 8245512

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Philadelphia, PA

Philadelphia

Location

Philadelphia, PA

Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Philadelphia
Address
1900 Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth