Overview
Assets Under Management: $704 million
Headquarters: WINCHESTER, TN
High-Net-Worth Clients: 74
Average Client Assets: $4 million
Frequently Asked Questions
EUDAIMONIA PARTNERS, 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 #283884), EUDAIMONIA PARTNERS, LLC is subject to fiduciary duty under federal law.
EUDAIMONIA PARTNERS, LLC is headquartered in WINCHESTER, TN.
EUDAIMONIA PARTNERS, LLC serves 74 high-net-worth clients according to their SEC filing dated May 29, 2024. View client details ↓
According to their SEC Form ADV, EUDAIMONIA PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
EUDAIMONIA PARTNERS, LLC manages $704 million in client assets according to their SEC filing dated May 29, 2024.
According to their SEC Form ADV, EUDAIMONIA PARTNERS, 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.95
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,332
Discretionary Accounts: 2,325
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 283884
Last Filing Date: 2024-05-29 00:00:00
Website: https://eudaimoniaria.com