Overview
Assets Under Management: $58.5 billion
Headquarters: ST. PETERSBURG, FL
High-Net-Worth Clients: 44
Average Client Assets: $302 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.71
Average High-Net-Worth Client Assets: $302 million
Total Client Accounts: 66,691
Discretionary Accounts: 28,027
Non-Discretionary Accounts: 38,664
Regulatory Filings
CRD Number: 110653
Filing ID: 2009398
Last Filing Date: 2025-08-14 14:53:00
Website: https://eagleasset.com