Eden Advisory Services, LLC

Overview

Eden Advisory Services, LLC is an independently owned registered investment adviser that positions itself as a boutique provider for individual and family clients. The firm offers financial planning and portfolio management for individuals, small businesses and business/institutional clients, and runs educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, and the firm also acts as an other financial product salesperson. Eden is classified as an independent RIA and is not a capital allocator; it does not identify as an active ESG investor and is not registered as a multi-state adviser. The ownership is individual rather than corporate, and the adviser’s activity profile suggests a mix of planning and discretionary portfolio management with occasional non-discretionary product sales.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices