Edmd Financial Strategies, LLC

Edmd Financial Strategies, LLC (CRD# 153242) is a financial advisory firm headquartered in San Ramon, CA. They manage $2,500,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6101 Bollinger Canyon Rd, Suite 328, San Ramon, CA 94583
http://www.edmd.org
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $33,333
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
  • 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

Financial Advisors at Edmd Financial Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Claffey, financial advisor San Ramon CA
Daniel D. Claffey
CRD#: 2646620
6101 Bollinger Canyon Rd, Suite 328, San Ramon, CA 94583

Daniel Claffey (CRD# 2646620) is an Investment Advisor Representative working at Edmd Financial Strategies, LLC in San Ramon, CA and has over 13 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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