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EDMP, INC.

136 Whitaker Road
Suite A
Lutz, Florida 33549
Tel: 813-960-9600

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About EDMP, INC.

EDMP, INC, formally registered with the SEC as EDMP, INC. The firm was established in 02/23/1993. They have over 1 offices throughout the country.

EDMP, INC. is a Lutz, Florida based Financial Planning firm with nearly $135,544,609 assets under management, offering retirement planning & investment advisory services to 207 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110248
SEC#801-43372
Assets Managed by Firm$135,544,609
No. of Clients207
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total207$135,544,609
Individuals (other than high net worth individuals)72$21,057,194
High net worth individuals53$109,453,405
Corporations or other businesses1$5,034,010

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