# EDR Investment Advisors

EDR Investment Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/dale-roo-3467b26

## Regulatory record

- **CRD number:** 167879
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167879

## About

EDR Investment Advisors, LLC is a state-registered investment adviser in Eureka, MT. The firm manages $4 million in assets, $3 million on a discretionary basis. It has 2 employees and 1 investment adviser.

## Questions

### Who manages EDR Investment Advisors?

The identity of EDR Investment Advisors' principals and investment decision-makers is not publicly disclosed. The firm has chosen not to list any leadership, team members, or advisors in regulatory filings or any public-facing medium.

### How can an institutional allocator or GP connect with EDR Investment Advisors?

Given the firm's complete absence from public and professional networks, the only known path to engagement is through a trusted intermediary who can facilitate a private introduction. No direct contact information, investor relations function, or public-facing representative is available.

## Related profiles

- [Edwin Lane Financial Services](https://altss.com/profile/edwin-lane-financial-services-llc)

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

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