Eaglestone Wealth Advisors Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Eaglestone Wealth Advisors Inc
CRD #141014
SEC #801-68116
CIK #
AUM $193.8 MM (2024-03-29)
Employees 6 (83% Investors, 67% Brokers)
Phone301-924-2160
Address1101 Wootton Parkway
Rockville, MD 20852
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002007201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 356 67.8
(b) Individuals (high net worth individuals) 93 101.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 25 24.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 474 193.8
By Discretionary
Discretionary 474 193.8
Non-Discretionary 0 0.0
Total 474 193.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 193.8
Total 474 193.8
Comparable Firms State AUM ($BB)
Advisory Investor Services LLC
FL 0.2
Aria Wealth Management Inc
CA 0.2
Cassia Capital Partners LLC
NC 0.2
Hesen & Haslam LLC
CA 0.2
Waypoint Wealth Management LLC
MD 0.2
Gold Medal Waters Inc
CO 0.2
Alapocas Investment Partners Inc
MA 0.2
Blue Sky Capital Consultants Group Inc
CA 0.2
Richardson Wealth USA Limited
0.2
Mazars USA Wealth Advisors LLC
NY 0.2
Terms | Privacy | Guide
tony@aum13f.com