Overview
Assets Under Management: $333 million
Headquarters: BEND, OR
High-Net-Worth Clients: 107
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.24
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 332
Discretionary Accounts: 332
Regulatory Filings
CRD Number: 290675
Filing ID: 1958268
Last Filing Date: 2025-03-14 09:56:00
Website: https://myeaglewealth.com