136 Whitaker Road
Suite A
Lutz, Florida 33549
Tel: 813-960-9600
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110248 |
SEC# | 801-43372 |
Assets Managed by Firm | $135,544,609 |
No. of Clients | 207 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 207 | $135,544,609 |
Individuals (other than high net worth individuals) | 72 | $21,057,194 |
High net worth individuals | 53 | $109,453,405 |
Corporations or other businesses | 1 | $5,034,010 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$433,814,330,581 | 1070028 | 13966 | |
$397,045,307,119 | 26 | 2932 | |
$344,868,106,925 | 1030208 | 6727 | |
$120,567,542,959 | 727 | 189 | |
$118,191,936,095 | 97020 | 845 |
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