Edmd Financial Strategies, LLC

Edmd Financial Strategies, LLC (CRD# 153242) is a financial advisory firm headquartered in San Ramon, CA. They manage $13,840,492 in 286 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $48,393
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
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.

CA

Financial Advisors at Edmd Financial Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel D. Claffey
CRD#: 2646620
2603 Camino Ramon, Suite 200, San Ramon, CA 94583
83
Wealthminder
score

Daniel Claffey (CRD# 2646620) is an Investment Advisor Representative working at Edmd Financial Strategies, LLC in San Ramon, CA and has over 6 years of experience in the finance industry.

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