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EDK ADVISORY
EDK ADVISORY, PLLC
CRD 292227
2591 DALLAS PARKWAY, #300, FRISCO, TX, 75034, United States
Phone
(972) 731-4348
Fax
(972) 692-6800
Registration
— (—)
Source
State registered
Total AUM
$56.2M
Discretionary AUM
$56.2M
Team
3 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $1.6M |
| High net worth individuals | 22 | $23.8M |
| Pension/profit sharing plans | 24 | $30.8M |
All web addresses on file
Official SEC filing: View on IAPD