Eddy Financial, LLC

Overview

Eddy Financial, LLC is an independent, owner-operated advisory firm organized as a California-registered LLC that focuses on individual and family clients. The firm describes itself as a capital allocator that blends advisory work with selection of outside managers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Service capabilities shown on filings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Eddy Financial identifies as a newly formed adviser and notes an industry affiliation with an insurance company. The firm does not list ESG investing as an active focus.

Assets & Accounts

Public Holdings

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Location & Offices