|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Eagle Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 144094 |
| SEC # | 801-118074 |
| CIK # | |
| AUM | $168.6 M (2025-01-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 610-269-0269 |
| Address | 131 Wallace Avenue Downingtown, PA 19335 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 168.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 256 | 168.6 |
| By Discretionary | ||
| Discretionary | 244 | 153.6 |
| Non-Discretionary | 12 | 15.0 |
| Total | 256 | 168.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.6 | |
| Total | 256 | 168.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Core Financial Advisors LLC
✚
|
CA | 0.2 |
|
Aligne Wealth Preservation & Insurance Services LLC
✚
|
CA | 0.2 |
|
Driven Investments LLC
✚
|
0.2 | |
|
RJP Investment Advisors LLP
✚
|
IN | 0.2 |
|
Goyette Financial Planning Inc
✚
|
CA | 0.2 |
|
Vines Capital Management LLC
✚
|
LA | 0.2 |
|
Armada Advisors Inc
✚
|
FL | 0.2 |
|
Levin Funding Group LLC
✚
|
AZ | 0.2 |
|
Rookwood Wealth Management LLC
✚
|
0.2 | |
|
Johnson Lyman Inc
✚
|
CA | 0.2 |