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| Happy Holidays!! thanks for using AUM13F!! |
| Eagle Wealth Management Group Inc
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|---|---|
| CRD # | 327052 |
| SEC # | 801-128270 |
| CIK # | |
| AUM | $364.3 M (2025-07-30) |
| Employees | 12 (33% Investors, 25% Brokers) |
| Phone | 661-257-9800 |
| Address | 28212 Kelly Johnson Parkway Valencia, CA 91355 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 321 | 93.8 |
| (b) Individuals (high net worth individuals) | 114 | 212.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 13.1 |
| (h) Charitable organizations | 5 | 35.4 |
| (i) State or municipal government entities | 0 | 8.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 456 | 364.3 |
| By Discretionary | ||
| Discretionary | 456 | 364.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 456 | 364.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 364.3 | |
| Total | 456 | 364.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Smart Money Group LLC
✚
|
TX | 0.4 |
|
Second Half Financial Partners LLC
✚
|
FL | 0.4 |
|
Keener Financial Planning LLC
✚
|
TX | 0.4 |
|
Grove Street Fiduciary LLC
✚
|
NH | 0.4 |
|
DEW Wealth Management LLC
✚
|
AZ | 0.4 |
|
Sterling Financial Group Inc
✚
|
CA | 0.4 |
|
Mountain Hill Investment Partners
✚
|
NJ | 0.4 |
|
Professional Financial Advisors Inc
✚
|
PA | 0.4 |
|
Rossby Financial LLC
✚
|
FL | 0.4 |
|
Sage Financial Management Group Inc
✚
|
VA | 0.4 |