Overview
Assets Under Management: $231 million
Headquarters: COLUMBIA, MO
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 487
Discretionary Accounts: 485
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 306311
Last Filing Date: 2025-02-28 00:00:00
Website: https://eaglebluffs.com