Edr Investment Advisors, LLC

Edr Investment Advisors, LLC (CRD# 167879) is a financial advisory firm headquartered in Whitefish, MT. They manage $1,500,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MT

Financial Advisors at Edr Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Ernest D. Roo
CRD#: 2993773
217 2nd St W, Whitefish, MT 59937
93
Wealthminder
score

Ernest Roo (CRD# 2993773) is an Investment Advisor Representative working at Edr Investment Advisors, LLC in Whitefish, MT and has over 18 years of experience in the finance industry.

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