A complete list of active advisors currently associated with Edman Global Investment Management LLC

Warmer can help you find a great advisor at Edman Global Investment Management LLC or one who fits your needs even better.

Edman Global Investment Management LLC is an independent advisory firm that provides portfolio management services to individual clients and generally charges fees based on assets under management. In its Form ADV Part 2A the firm reports approximately $3,579,426 in assets under management across three client accounts. The brochure includes sections on methods of analysis, investment strategies and risk of loss (Item 8) and on investment discretion (Item 16), indicating the firm documents how it constructs and manages client portfolios and whether it exercises trading authority. It also covers account reviews and operational practices (Items 12, 13 and 15), describing how client accounts are monitored and custody and brokerage arrangements are handled. What distinguishes Edman Global is its very small scale—a single advisor serving three clients with total AUM under $4 million—an atypical client-to-advisor ratio among independent firms that may result in a highly concentrated, individualized advisory relationship. The Part 2A also discloses a code of ethics, other financial industry activities or affiliations, and proxy voting policies (Items 10, 11 and 17), showing the adviser addresses compliance and conflict-of-interest topics despite its limited size.

To learn more about the advisors currently working at Edman Global Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Edman	McKinney, TX	16

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