|
⚲
|
| Eagle Wealth Advisors
✚
| |
|---|---|
| CRD # | 299219 |
| SEC # | 801-117505 |
| CIK # | |
| AUM | $139.2 MM (2024-02-09) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 860-462-0796 |
| Address | 171 Columbia Heights Brooklyn, NY 11201 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 253 | 139.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 253 | 139.2 |
| By Discretionary | ||
| Discretionary | 63 | 34.8 |
| Non-Discretionary | 190 | 104.4 |
| Total | 253 | 139.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.2 | |
| Total | 253 | 139.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Greenleaf Financial Group LLC
✚
|
IN | 0.1 |
|
Shellman Investment Management LLC
✚
|
FL | 0.1 |
|
Alpha Omega Financial Advisory Inc
✚
|
FL | 0.1 |
|
Archer Pointe Wealth Management LLC
✚
|
CA | 0.1 |
|
The Wealthgarden FS LLC
✚
|
CA | 0.1 |
|
Independent Wealth Advisors LLC
✚
|
NC | 0.1 |
|
Martin D Parlato & Associates Inc
✚
|
FL | 0.1 |
|
Redwood Investment Group Inc
✚
|
CA | 0.1 |
|
CLS Financial Advisors Inc
✚
|
OR | 0.1 |
|
Golden Gate Personal Financial Planning
✚
|
CA | 0.1 |