EDR Investment Advisors, LLC
Firm details
- Headquarters
- Eureka, Montana
- CRD number
- 167879
- Website
- www.edrfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI52.48%
- Individuals47.52%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
EDR Investment Advisors, LLC is an independent, owner-operated RIA organized as an LLC that focuses on wealth management for individuals and families, as well as small-business clients. The firm bills clients on a percentage-of-assets basis and through hourly fees, and it provides portfolio management and manager-selection services — acting both as a direct portfolio manager and a capital allocator to third-party managers. EDR identifies itself as an active ESG investor, and it also lists an affiliation with an insurance company, which may inform certain product or planning choices.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- US Government Bonds10%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents4%
Contacts
2 of 2
Ernest Roo
OwnerCRD 2993773
Maureen Roo
Managing MemberCRD 6196984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Eureka, MT
Lincoln
Location
Eureka, MT
Headquartered in Eureka, MT, in the West of the United States.
- Region
- West
- County
- Lincoln
- Address
- 495 Us Highway 93 N
- Time zone
- MT (UTC-7)
- Office locations
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