What departments does Eddy Financial have?

Eddy Financial has employees across 1 departments including Entrepreneurship.

What is the largest department at Eddy Financial?

The largest department at Eddy Financial is Entrepreneurship with 1 employees.

Where are Eddy Financial employees located globally?

Eddy Financial has employees across 1 continents and 1 countries including United States Of America.

How has Eddy Financial's team size changed over time?

Eddy Financial's team has remained stable from approximately 2 to 2 employees based on available data.

Eddy Financial Employee Directory

Q: Who are Eddy Financial's key employees and leadership?

Eddy Financial's key employees include: Founder: B. R. E..

Investment ManagementCalifornia, United States2-10 Employees

Eddy Financial is a boutique wealth management advisory firm established by Bob Eddy, a veteran financial professional with more than forty years in the industry. Based in Santa Monica, California, it serves individuals and businesses across the United States with customized investment services. It operates as a registered investment adviser, offering advisory services to clients who are properly licensed or exempt from licensure. The firm emphasizes a quantitatively oriented investment philosophy grounded in rigorous academic research, pursuing portfolio design, management, and trading as its core process, and maintains a long-standing collaboration with a partner that shares this approach. Four core principles guide its work: tailored comprehensive solutions, fiduciary accountability, integrity and trust, and a strategic approach intended to help clients today while protecting their legacy.

Eddy Financial Global Highlights

North America
2

United States Of America
2

Eddy Financial's Leadership

B. R. E.
Founder
Mobile Phone
Email

Eddy Financial Employee Metrics

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2026

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Business
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Eddy Financial

Name

Title

Contact Info

Location

Last Update

B. R. E.
Founder
Mobile Phone
Email
Aug 06, 2026

Frequently Asked Questions

What is Eddy Financial known for?

Eddy Financial operates in the Investment Management industry. Explore Eddy Financial's company overview page for more information.

What is Eddy Financial's most common email format?

Eddy Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eddy Financial email formats with LeadIQ.

How many employees does Eddy Financial have currently?

Eddy Financial has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Eddy Financial's key employees and leadership?

As of July 2026, Eddy Financial's key employees include:

Founder: B. R. E.

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Eddy Financial Employee Directory

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