Be advised. This firm is no longer registered.

Edi Investment Advisor Corporation

Edi Investment Advisor Corporation (CRD# 124129) is a financial advisory firm headquartered in Irving, TX. They manage $18,049,653 in 158 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $114,238
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, CT, FL, TX

Financial Advisors at Edi Investment Advisor Corporation
Showing 1 - 4 of 4 top financial advisors.
1
Bryan J. Bourgeois
CRD#: 4691362
1431 Greenway Drive, Suite 330, Irving, TX 75038
93
Wealthminder
score

Bryan Bourgeois (CRD# 4691362) is an Investment Advisor Representative working at Edi Investment Advisor Corporation in Irving, TX and has over 14 years of experience in the finance industry.

2
Myrna L. Hill
CRD#: 3143369
2700 S. Western, Amarillo, TX 79109
93
Wealthminder
score

Myrna Hill (CRD# 3143369) is an Investment Advisor Representative working at Edi Investment Advisor Corporation in Amarillo, TX and has over 20 years of experience in the finance industry.

3
John M. Penn
CRD#: 2914828
1431 Greenway Drive, Suite 330, Irving, TX 75038
93
Wealthminder
score

John Penn (CRD# 2914828) is an Investment Advisor Representative working at Edi Investment Advisor Corporation in Irving, TX and has over 20 years of experience in the finance industry.

4
Gary D. Gray
CRD#: 4171086
1431 Greenway Drive, Suite 330, Irving, TX 75038
81
Wealthminder
score

Gary Gray (CRD# 4171086) is an Investment Advisor Representative working at Edi Investment Advisor Corporation in Irving, TX and has over 18 years of experience in the finance industry.

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