Overview
Assets Under Management: $127 million
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Frequently Asked Questions
EAN EQUITY FINANCIAL SERVICES 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 #117064), EAN EQUITY FINANCIAL SERVICES LLC is subject to fiduciary duty under federal law.
EAN EQUITY FINANCIAL SERVICES LLC serves 38 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, EAN EQUITY FINANCIAL SERVICES LLC offers financial planning and portfolio management for individuals. View all service details ↓
EAN EQUITY FINANCIAL SERVICES LLC manages $127 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, EAN EQUITY FINANCIAL SERVICES 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: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.56
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 166
Discretionary Accounts: 86
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 117064
Last Filing Date: 2024-03-28 00:00:00
Website: https://eanefs.com