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| Happy Holidays!! thanks for using AUM13F!! |
| Eaglebrook Advisors Inc
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| CRD # | 304438 |
| SEC # | 801-122813 |
| CIK # | |
| AUM | $350.2 M (2025-03-28) |
| Employees | 22 (18% Investors, 0% Brokers) |
| Phone | 786-807-7374 |
| Address | 4500 East West Highway Bethesda, MD 20814 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 86 | 44.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 72 | 305.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 991 | 350.2 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 991 | 350.2 |
| Total | 991 | 350.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 350.2 | |
| Total | 991 | 350.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bostonpremier Wealth LLC
✚
|
MA | 0.4 |
|
ADE LLC
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MD | 0.4 |
|
Tower Wealth Partners Inc
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PA | 0.4 |
|
Sagebroadview Wealth Management LLC
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CT | 0.4 |
|
Keyes Stange & Wooten Wealth Management LLC
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FL | 0.4 |
|
Adirondack Capital Advisors LLC
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|
NY | 0.4 |
|
The Karras Company Inc
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|
UT | 0.3 |
|
Beaumont Asset Management LLC
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|
TX | 0.3 |
|
Southbridge Advisors LLC
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|
GA | 0.3 |
|
Tumwater Wealth Management LLC
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|
ID | 0.3 |