EDK ADVISORY

Overview

EDK Advisory operates as an independent registered investment adviser owned by an individual and serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements are flexible: it charges a percentage of assets under management and also uses hourly and fixed fees for some engagements. The firm is not flagged as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives