Overview
Assets Under Management: $579 million
Headquarters: RIVERHEAD, NY
High-Net-Worth Clients: 137
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 137
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 341
Discretionary Accounts: 328
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 110584
Last Filing Date: 2025-02-27 00:00:00
Website: https://eefgcorp.com