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Cove % of assets managed in Santa Clara, CA
SEC registered No commissions reported
Public-record details Address 1991 Stanley Ave, Santa Clara, CA 95050 Phone (651) 442-9483 Listed under % of assets managed Legal name Eden Financial Technologies Incorporated CRD number 329900 Registration SEC registered since 2024-09-20 Compensation (Form ADV 5.E) Percentage of assets under management Commissions None reported (Form ADV Item 5.E) Clients reported (Form ADV 5.D) 2,127 Individual / high-net-worth clients 2,127 / 0 Employees 5 Other business activities (Form ADV 6.A) None reported Disclosures reported on Form ADV None reported Latest Form ADV filing 2026-01-15
SEC registered investment adviser, CRD 329900, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record ). Data as of 2026-09-30.
Read the official record
Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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