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Edmd Financial Strategies, LLC (San Ramon)


Edmd Financial Strategies, LLC is an adviser based in San Ramon. It manages $9.51 million of regulatory assets for 156 client accounts. It has been registered with the SEC as an adviser since 2010.

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Edmd Financial Strategies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Edmd Financial Strategies: assets under management

The assets under management (AUM) of Edmd Financial Strategies, LLC is $9.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $9.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.95 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edmd Financial Strategies, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Ramon

The principal office where Edmd Financial Strategies, LLC performs its advisory services is located at 2603 Camino Ramon, San Ramon, CA 94583, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-242-2538 or by fax 925-889-2002. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.edmd.org.


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