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L. B. Eddy
L. B. EDDY is a state-registered investment adviser with approximately $16 million in regulatory assets under management. The firm has 1 employee and 1...
L. B. Eddy
L. B. EDDY is a state-registered investment adviser with approximately $16 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Grand Rapids
Corporate office
Grand Rapids, MI, United States
Frequently asked questions
What is L.B. Eddy's regulatory status?
L.B. Eddy is a registered investment advisor with the U.S. Securities and Exchange Commission, which requires it to file Form ADV annually detailing its AUM, fee schedule, disciplinary disclosures, and ownership structure. As a state-registered RIA, the firm has a fiduciary duty to act in its clients' best interests — a legal standard higher than the suitability standard that governed brokers before Regulation Best Interest took effect.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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