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Ledonne Edmond V (Armonk)


Ledonne Edmond V is a mid-sized advisory firm based in Armonk. It manages $29.17 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.




Ledonne Edmond V provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ledonne Edmond V: assets under management

The assets under management (AUM) of Ledonne Edmond V is $29.17 million. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.28 million in discretionary accounts and $16.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.54 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.63 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ledonne Edmond V for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Armonk

The principal office where Ledonne Edmond V performs its advisory services is located at 200 Business Park Drive, Suite 106, Armonk, NY 10504 1751, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-730-0196 or by fax 914-730-0199. The normal business hours are 10am-4pm on Other.


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