# EDMD Financial Strategies

EDMD Financial Strategies is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 153242
- **SEC file number:** 801-71233
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153242

## About

EDMD Financial Strategies, LLC is an SEC-registered investment adviser in San Ramon, CA. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

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Last updated: 2026-07-06T01:24:15.808Z

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