EDMD FINANCIAL STRATEGIES, LLC
CRD #153242 SEC #801-71233 SAN RAMON, CA 925-242-2538
SEC Registered
Total AUM
$9.5M
Discretionary
$9.5M
Employees
5
Clients
10
Accounts
156
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2011 | $9.5M | $9.5M | $0 | 5 | -- |
| Aug 2010 | $21.1M | $11.9M | $9.2M | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
| Mar 2010 | $0 | $0 | $0 | 5 | -- |
DateJan 2011
Total AUM$9.5M
Discretionary$9.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$21.1M
Discretionary$11.9M
Non-Disc.$9.2M
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--