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| Keyboard |
| Eagle Wealth Management Group Inc
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|---|---|
| CRD # | 327052 |
| SEC # | 801-128270 |
| CIK # | |
| AUM | 417.5 M (2026-04-22) |
| Employees | 8 (62% Investors, 38% Brokers) |
| Fees | |
| Minimum | |
| Phone | 661-257-9800 |
| Address | 28212 Kelly Johnson Parkway Valencia, CA 91355 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 323 | 98.1 |
| (b) Individuals (high net worth individuals) | 129 | 251.0 |
| (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 | 20 | 14.0 |
| (h) Charitable organizations | 8 | 44.1 |
| (i) State or municipal government entities | 0 | 9.2 |
| (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 | 483 | 417.5 |
| By Discretionary | ||
| Discretionary | 483 | 417.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 483 | 417.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 417.5 | |
| Total | 483 | 417.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Smart Money Group LLC
✚
|
TX | 424.3 M |
|
Sage Financial Management Group Inc
✚
|
VA | 423.2 M |
|
Cascade Investment Group Inc
✚
|
CO | 419.9 M |
|
Harlow Wealth Management Inc
✚
|
WA | 419.4 M |
|
WT Wealth Management LLC
✚
|
AZ | 419.1 M |
|
Castleview Partners LLC
✚
|
TX | 416.9 M |
|
SGL Financial LLC
✚
|
IL | 416.0 M |
|
Goodman Advisory Group LLC
✚
|
MA | 415.5 M |
|
Grove Street Fiduciary LLC
✚
|
NH | 413.2 M |
|
Grandview Asset Management LLC
✚
|
PA | 411.7 M |