Eagle Wealth Management Group Inc

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Assets, Funds, Holdings

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Eagle Wealth Management Group Inc
CRD #327052
SEC #801-128270
CIK #
AUM $310.7 MM (2024-08-07)
Employees 12 (33% Investors, 25% Brokers)
Phone661-257-9800
Address28212 Kelly Johnson Parkway
Valencia, CA 91355
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 309 86.1
(b) Individuals (high net worth individuals) 101 176.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 13 35.0
(h) Charitable organizations 5 3.9
(i) State or municipal government entities 0 8.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 1.2
(n) Other 0 0.0
Total 432 310.7
By Discretionary
Discretionary 432 310.7
Non-Discretionary 0 0.0
Total 432 310.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 310.7
Total 432 310.7
Comparable Firms State AUM ($BB)
Elevate Wealth Advisory Inc
GA 0.3
Artemis Financial Advisors LLC
MA 0.3
Drake & Associates LLC
WI 0.3
WT Wealth Management LLC
AZ 0.3
Parkview US LLC
NY 0.3
Yosemite Capital Management LLC
CA 0.3
CornerStone Planning LLC
NC 0.3
Legend Financial Advisors Inc
PA 0.3
Access Financial Resources Inc
OK 0.3
del Monte Group LLC
CA 0.3
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