EDR INVESTMENT ADVISORS, LLC

EDR INVESTMENT ADVISORS, LLC of EUREKA, MT is an SEC-registered investment adviser (CRD 167879). Regulatory assets under management: $4.0M.

Registration

• CRD: 167879
• Type: Registered investment adviser
• Location: 495 HIGHWAY 93 NORTH, EUREKA, MT, 59917
• Phone: (406) 249-9150
• Latest filing: 2026-07-06
• Regulatory AUM: $4.0M
• Discretionary AUM: $2.9M
• Non-discretionary AUM: $1.0M
• Clients: 2
• Accounts: 30

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167879 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search