Overview
Assets Under Management: $128 million
Headquarters: GADSDEN, AL
High-Net-Worth Clients: 41
Average Client Assets: $2.6 million
Frequently Asked Questions
EUGENIAS ADVISORY GROUP, 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 #146177), EUGENIAS ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
EUGENIAS ADVISORY GROUP, LLC is headquartered in GADSDEN, AL.
EUGENIAS ADVISORY GROUP, LLC serves 41 high-net-worth clients according to their SEC filing dated September 04, 2018. View client details ↓
According to their SEC Form ADV, EUGENIAS ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
EUGENIAS ADVISORY GROUP, LLC manages $128 million in client assets according to their SEC filing dated September 04, 2018.
According to their SEC Form ADV, EUGENIAS ADVISORY GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.11%
Average Client Assets: $2.6 million
Total Client Accounts: 382
Discretionary Accounts: 359
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 146177
Filing ID: 1238847
Last Filing Date: 2018-09-04 12:03:00