Overview
Assets Under Management: $65 million
Headquarters: HUNTINGTON, NY
High-Net-Worth Clients: 21
Average Client Assets: $2.8 million
Frequently Asked Questions
EAGLE'S CREST ADVISORS, LLC 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 #335252), EAGLE'S CREST ADVISORS, LLC is subject to fiduciary duty under federal law.
EAGLE'S CREST ADVISORS, LLC is headquartered in HUNTINGTON, NY.
EAGLE'S CREST ADVISORS, LLC serves 21 high-net-worth clients according to their SEC filing dated April 07, 2026. View client details ↓
According to their SEC Form ADV, EAGLE'S CREST ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
EAGLE'S CREST ADVISORS, LLC manages $65 million in client assets according to their SEC filing dated April 07, 2026.
According to their SEC Form ADV, EAGLE'S CREST ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.62%
Average Client Assets: $2.8 million
Total Client Accounts: 204
Discretionary Accounts: 204
Regulatory Filings
CRD Number: 335252
Filing ID: 2091905
Last Filing Date: 2026-04-07 12:32:39