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EDDY FINANCIAL, LLC
CRD 290208 · SEC 801-112010
100 WILSHIRE BOULEVARD, SUITE 700, SANTA MONICA, CA, 90401, United States
Phone
(310) 451-3339
Fax
(310) 870-9784
Registration
— (—)
Source
State registered
Total AUM
$61.9M
Discretionary AUM
$61.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $9.1M |
| High net worth individuals | 18 | $52.8M |
All web addresses on file
Official SEC filing: View on IAPD