Overview
Assets Under Management: $320 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 146
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 146
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 878
Discretionary Accounts: 878
Regulatory Filings
CRD Number: 116798
Last Filing Date: 2024-10-16 00:00:00
Website: https://eatoncambridge.com