Eddy Financial, LLC

Eddy Financial, LLC (CRD# 290208) is a financial advisory firm headquartered in Santa Monica, CA. They manage $51,356,000 in 98 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $524,041
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Eddy Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew D. Eddy
CRD#: 3000011
100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401

Andrew Eddy (CRD# 3000011) is an Investment Advisor Representative working at Eddy Financial, LLC in Santa Monica, CA and has over 26 years of experience in the finance industry.

2
Robert D. Eddy
CRD#: 603372
100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401

Robert Eddy (CRD# 603372) is an Investment Advisor Representative working at Eddy Financial, LLC in Santa Monica, CA and has over 40 years of experience in the finance industry.

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