Eden Financial

Eden Financial (CRD# 323479) is a financial advisory firm headquartered in Aliso Viejo, CA. They manage $5,295,238 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

26895 Aliso Creek Rd, #b-237, Aliso Viejo, CA 92656

https://edenfinancial.co/

By the Numbers

Total Assets Under Management

5

MILLION
Total Number of Accounts

45

ACCOUNTS
Average Account Value

$117,672

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
Pension consulting services
Selection of other advisers (including private fund managers)
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Eden Financial

Showing 1 - 2 of 2 top financial advisors.

Nycole B. Freer

CRD#: 6032956

Aliso Viejo, CA

Nycole Freer (CRD# 6032956) is an Investment Advisor Representative working at Eden Financial in Aliso Viejo, CA and has over 9 years of experience in the finance industry.

Neil A. Mason

CRD#: 7842641

Newport Beach, CA

Neil Mason (CRD# 7842641) is an Investment Advisor Representative working at Eden Financial in Newport Beach, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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