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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Eagle Wealth Advisors
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|---|---|
| CRD # | 299219 |
| SEC # | 801-117505 |
| CIK # | |
| AUM | $138.3 M (2025-01-31) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 860-462-0796 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 138.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 136 | 138.3 |
| By Discretionary | ||
| Discretionary | 127 | 100.8 |
| Non-Discretionary | 9 | 37.5 |
| Total | 136 | 138.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.3 | |
| Total | 136 | 138.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eubank Hutson & Associates LLC
✚
|
TX | 0.1 |
|
Davenport Watts & Drake Investment Advisors LLC
✚
|
MS | 0.1 |
|
Runnymede Capital Advisors Inc
✚
|
0.1 | |
|
Integral Financial Planning LLC
✚
|
0.1 | |
|
RJ Cloud Advisors & Company
✚
|
OK | 0.1 |
|
Allison Investment Management LLC
✚
|
SC | 0.1 |
|
Conway Financial Group LLC
✚
|
MO | 0.1 |
|
Atlas Financial Planning LLC
✚
|
GA | 0.1 |
|
Somnio Financial Group LLC
✚
|
CT | 0.1 |
|
Argent Wealth Management Inc
✚
|
TX | 0.1 |