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EDMD FINANCIAL STRATEGIES, LLC

CRD 153242 · SEC 801-71233

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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6101 BOLLINGER CANYON RD, SUITE 328, SAN RAMON, CA, 94583, United States

Registration

— (—)

Source

State registered

Total AUM

$2.5M

Discretionary AUM

$2.5M

Team

1 total employees; 1 advisory reps; 50 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-01

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals50$2.5M

All web addresses on file

Official SEC filing: View on IAPD