Overview
Assets Under Management: $146 million
Headquarters: BOERNE, TX
High-Net-Worth Clients: 43
Average Client Assets: $2.2 million
Frequently Asked Questions
EGGERSS CAPITAL MANAGEMENT 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 #152890), EGGERSS CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
EGGERSS CAPITAL MANAGEMENT is headquartered in BOERNE, TX.
EGGERSS CAPITAL MANAGEMENT serves 43 high-net-worth clients according to their SEC filing dated March 04, 2018. View client details ↓
According to their SEC Form ADV, EGGERSS CAPITAL MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
EGGERSS CAPITAL MANAGEMENT manages $146 million in client assets according to their SEC filing dated March 04, 2018.
According to their SEC Form ADV, EGGERSS CAPITAL MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.99%
Average Client Assets: $2.2 million
Total Client Accounts: 438
Discretionary Accounts: 435
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 152890
Filing ID: 1178211
Last Filing Date: 2018-03-04 11:59:00