Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > lutz > EDMP, INC.
EDMP, INC.
136 Whitaker Road
Suite A
Lutz, Florida 33549
Tel: 813-960-9600
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 Status | Approved |
|---|---|
| Firm CRD# | 110248 |
| SEC# | 801-43372 |
| Assets Managed by Firm | $135,544,609 |
| No. of Clients | 207 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| 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 |
More Retirement Planning firms in Lutz, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
Explore More Retirement Advisors in Lutz, Florida