Overview
Assets Under Management: $311 million
Headquarters: VALENCIA, CA
High-Net-Worth Clients: 114
Average Client Assets: $2 million
Frequently Asked Questions
EAGLE WEALTH MANAGEMENT GROUP INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327052), EAGLE WEALTH MANAGEMENT GROUP INC. is subject to fiduciary duty under federal law.
EAGLE WEALTH MANAGEMENT GROUP INC. is headquartered in VALENCIA, CA.
EAGLE WEALTH MANAGEMENT GROUP INC. serves 114 high-net-worth clients according to their SEC filing dated January 22, 2025. View client details ↓
According to their SEC Form ADV, EAGLE WEALTH MANAGEMENT GROUP INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
EAGLE WEALTH MANAGEMENT GROUP INC. manages $311 million in client assets according to their SEC filing dated January 22, 2025.
According to their SEC Form ADV, EAGLE WEALTH MANAGEMENT GROUP INC. serves high-net-worth individuals and institutional clients. View client details ↓
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