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| Keyboard |
| Eaglebrook Advisors Inc
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|---|---|
| CRD # | 304438 |
| SEC # | 801-122813 |
| CIK # | |
| AUM | 342.0 M (2026-03-30) |
| Employees | 22 (23% Investors, 0% Brokers) |
| Phone | 786-807-7374 |
| Address | 205 Hudson Street New York, NY 10013 |
| 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) | 78 | 36.7 |
| (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 | 81 | 305.2 |
| (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 | 1,110 | 342.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,110 | 342.0 |
| Total | 1,110 | 342.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 342.0 | |
| Total | 1,110 | 342.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ballast Financial Advisors LLC
✚
|
PA | 342.6 M |
|
MBA Advisors LLC
✚
|
PA | 342.6 M |
|
Athena Investment Management
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|
342.1 M | |
|
M3 Advisory Group LLC
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|
MA | 342.0 M |
|
Legacy Beyond Wealth LLC
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|
342.0 M | |
|
Steelhead Wealth Management LLC
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|
VA | 341.9 M |
|
Second 50 Financial LLC
✚
|
CA | 341.6 M |
|
Petros Family Wealth LLC
✚
|
MN | 341.6 M |
|
Ergawealth Advisors Inc
✚
|
IL | 341.5 M |
|
Blue Investment Management LLC
✚
|
FL | 341.4 M |