Overview
Assets Under Management: $307 million
Headquarters: WINCHESTER, TN
High-Net-Worth Clients: 26
Average Client Assets: $3.7 million
Frequently Asked Questions
EUDAIMONIA 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 #302001), EUDAIMONIA ADVISORS LLC is subject to fiduciary duty under federal law.
EUDAIMONIA ADVISORS LLC is headquartered in WINCHESTER, TN.
EUDAIMONIA ADVISORS LLC serves 26 high-net-worth clients according to their SEC filing dated May 29, 2024. View client details ↓
According to their SEC Form ADV, EUDAIMONIA ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
EUDAIMONIA ADVISORS LLC manages $307 million in client assets according to their SEC filing dated May 29, 2024.
According to their SEC Form ADV, EUDAIMONIA ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.95%
Average Client Assets: $3.7 million
Total Client Accounts: 1,124
Discretionary Accounts: 1,124
Regulatory Filings
CRD Number: 302001
Filing ID: 1871607
Last Filing Date: 2024-05-29 16:34:00