Edk Advisory

Edk Advisory (CRD# 292227) is a financial advisory firm headquartered in Frisco, TX. They manage $33,846,737 in 151 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2591 Dallas Parkway, #300, Frisco, TX 75034
http://edkadvisory.com
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $224,151
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IA, NC, TX

Financial Advisors at Edk Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Evan Koch, financial advisor Frisco TX
Evan D. Koch
CRD#: 4886810
2591 Dallas Parkway, #300, Frisco, TX 75034

Evan Koch (CRD# 4886810) is an Investment Advisor Representative working at Edk Advisory in Frisco, TX and has over 20 years 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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