Eddleman & Eddleman, Inc. Company Profile, Contacts & Intelligence

Investment ManagementJackson, Tn, United States13 employeesFounded 2005
2 contacts with email or phone data2 with email data2 with phone data
View verified contacts Compare competitors
Employees
13
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
1
Mapped contact coverage

Eddleman & Eddleman, Inc. Overview

Accounting, Financial Planning, Investment Advisory, and Venture Capital. If you're looking for a different kind of Advisor, you've finally found us! We are a Fee-ONLY firm, which means we don't sell anything or earn commissions by selling products. Clients pay us directly to advise them without bias. A client's interests always come before ours and we've structured our firm in a manner to ensure it will always be that way. We operate two divisions. Eddleman & Eddleman, LLC, primarily serves individuals directly, and Archetype Investment Advisors, LLC, provides a portfolio management platform to other financial professionals. We perform financial planning and provide investment advice such as: investments, taxes, insurance, retirement planning, college planning, estate preparation, legacy or succession planning, retirement plan implementation, retirement plan review and more. We give advice regarding most types of investments such as: stocks, bonds, exchange trade funds, mutual funds, unit investment trusts, municipal and government securities, annuities, certificates of deposit, money markets, warrants, commercial paper, and real estate. We continually research and evaluate the factors that are the basis for our portfolio designs Nobel Prize Winning finance and economics such as Modern Portfolio Theory, the Markowitz Efficient Frontier, and the Three Factor Model. We don’t work to beat the market, but rather to achieve the maximized market return verses risk. We only implement statistically sound and valid methods for results.

Headquarters
Jackson, Tn, United States
Website
eddleman.biz
Industry
Investment Management
Founded
2005
NAICS
Other Financial Investment Activities, Portfolio Management
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Financial Planning Investment Advice and Strategy Implementation Retirement Plan Implementation Comprehensive Accounting Services Family Office Outsourced CFO

Eddleman & Eddleman, Inc. Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 2 with phone data in the visible sample.
1 department represented
Visible contacts with email or phone data are mapped to these departments.
General
1

Eddleman & Eddleman, Inc. People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
Joann Eddleman
Resume
J
James Johnson
Staff Accountant at Eddleman & Eddleman
A
Adrian Eddleman, Mba, CSM
Founder & Chief Investment Officer at Eddleman & Eddleman, Inc
EP
G
Gail Stone
Eddleman & Eddleman, Llc
EP

Eddleman & Eddleman, Inc. Workforce Composition

Seniority breakdown across 5 visible profiles.

Individual contributor
3
Executive
1
Manager
1

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