Edmd Financial Strategies, LLC
Edmd Financial Strategies, LLC (CRD# 153242) is a financial advisory firm headquartered in San Ramon, CA. They manage $10,500,000 in 100 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts100ACCOUNTS
Average Account Value$105,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, NY, OH, TX, WA
Daniel Claffey (CRD# 2646620) is an Investment Advisor Representative working at Edmd Financial Strategies, LLC in San Ramon, CA and has over 7 years of experience in the finance industry.