Eden Financial

RIAState Registered

Total AUM

$26.1M

Discretionary

$26.1M

100% of AUM

Avg account

$177K

Accounts

148

Employees

Advisory reps

Firm details

Headquarters: Aliso Viejo, California
CRD number: 323479
Website: edenfinancial.co
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.59%
Individuals46.41%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Eden Financial is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and offers pension consulting, adviser selection services and educational workshops. Its fee arrangements are flexible — percentage of assets, hourly and fixed-fee engagements are all used. Eden Financial identifies as an active ESG investor and functions as a capital allocator, meaning it places client capital into third-party managers and specialized strategies in addition to managed public securities.