Eddy

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

PO Box 754, Gloucester, Massachusetts, 0...

Phone Number

(978) 282-3339

Revenue

$6.5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Eddy

Eddy Company, LLC is a Registered Investment Advisor and Accounting Services Firm that specializes in investment management and tax preparation services. They offer a fee-only structure, ongoing investment management, and individual tax preparation for various entities, including individuals, couples, and non-profits. The firm emphasizes modern technology and integrative financial planning to provide seamless services to their clients. With a commitment to long-term relationships, they aim to make accounting and investment management tasks easy and enjoyable for their clients.Explore more
Eddy's Social MediaPopular SearchesEddy Company LLCEddy CoPortfoliofix Llc Brian Eddy CfaEddyPortfolioFixSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Eddy

$6.5M
1-10
Private
-
2014
N/A
$5.7M
11-50
Private
-
2001
LC
Lisa CannonVice President, Operations
<$5M
1-10
Private
-
1994
KN
Katie NortonProject Manager
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2016
NG
Noel GersonInvestment Advisor
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
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Company Profile Activity

i

Among all Finance companies

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Activity Insights

Eddy is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Eddy is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Eddy.

Eddy Tech Stack

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Frequently Asked Questions Regarding Eddy

What is Eddy's official website?
Eddy's official website is www.eddycompany.com
What is Eddy's Revenue?
Eddy's revenue is $6.5 Million
What is Eddy's SIC code?
Eddy's SIC: 62,628
What is Eddy's NAICS code?
Eddy's NAICS: 52,523
How many employees does Eddy have?
Eddy has 1-10 employees
What industry does Eddy belong to?
Eddy is in the industry of: Finance, Business Services, Securities Trading
What is Eddy competition?
Eddy top competitors include: Radnor Financial Advisors, RW Wealth, Fountainhead Wealth, Peak Mountain Advisors
What technology does Eddy use?
Some of the popular technologies that Eddy uses are: Stockdio, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Eddy?
Eddy contact info: Phone number: (978) 282-3339 Website: www.eddycompany.com
What does Eddy do?

Eddy Company, LLC is a Registered Investment Advisor and Accounting Services Firm that specializes in investment management and tax preparation services. They offer a fee-only structure, ongoing investment management, and individual tax preparation for various entities, including individuals, couples, and non-profits. The firm emphasizes modern tec... hnology and integrative financial planning to provide seamless services to their clients. With a commitment to long-term relationships, they aim to make accounting and investment management tasks easy and enjoyable for their clients.Read More

What are Eddy social media links?
Eddy Linkedin page Eddy Twitter page Eddy Facebook page
Is Eddy a public company?
Eddy is private company therefore does not currently have an official ticker symbol
See more information about Eddy

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