Edyn
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 342781
- Registered since
- July 13, 2026
- Fee structure
- Other
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Edyn is a newly formed corporate investment adviser that registered with the SEC in 2026. The firm focuses on financial planning and portfolio management services tailored to individuals and small businesses. It reports a fee structure classified as "Other" rather than a standard assets-under-management or commission model. Edyn does not identify as an active ESG investor, is not a capital allocator, does not operate as a pension consultant, and is not registered as a multi-state adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 1900 Market St
- Time zone
- ET (UTC-5)
- Office locations
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