Overview
Assets Under Management: $311 million
Headquarters: VALENCIA, CA
High-Net-Worth Clients: 114
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 114
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 432
Discretionary Accounts: 432
Regulatory Filings
CRD Number: 327052
Last Filing Date: 2025-01-22 00:00:00
Website: https://eaglewealthinc.com