ALBANY, NYCRD 277083Registration Status: ApprovedEffective since April 20, 2026Latest ADV April 13, 2026
Eden Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albany, NY. Its latest Form ADV filing, dated April 13, 2026, reports $28M in regulatory assets under management, 3 employees, and 177 accounts.
Top client segmentIndividuals represent 97.2% of total clients.
Top client categories% of clientsClients
1
Individuals
97.2%
172
2
HNWI
2.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$28Mas of April 13, 2026
Discretionary100.0%
$28M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$28M
Total Accounts177
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee59:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.