EDMD FINANCIAL STRATEGIES, LLC

EDMD FINANCIAL STRATEGIES, LLC of SAN RAMON, CA is an SEC-registered investment adviser (CRD 153242). Regulatory assets under management: $2.5M.

Registration

• CRD: 153242
• SEC file number: 801-71233
• Type: Registered investment adviser
• Location: 6101 BOLLINGER CANYON RD, SAN RAMON, CA, 94583
• Phone: 925-804-6820
• Latest filing: 2026-06-01
• Regulatory AUM: $2.5M
• Discretionary AUM: $2.5M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153242 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search