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EDMP, INC.
CRD 110248 · SEC 801-43372
136 WHITAKER ROAD, SUITE A, LUTZ, FL, 33549, United States
Phone
813-960-9600
Fax
813-960-9609
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.4M
Discretionary AUM
$143.0M
Team
3 total employees; 2 advisory reps; 122 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $23.6M |
| High net worth individuals | 48 | $117.9M |
| Corporations/business entities | 1 | $5.9M |
States served
LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD