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Building 2EUGENIAS ADVISORY GROUP, LLC

Map pinGADSDEN, AL
Phone256-546-3243
NotebookSEC #801-108412
Total AUM
$147.5M
Employees
5
Clients
85

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
508 SOUTH FIFTH STREET
GADSDEN
AL 35901
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT
Phone
256-546-3243
Other Offices
1

ReceiptFinancials

Total AUM
$147.5M
Accounts
296
Discretionary
$142.2M
Accounts
287
Non-Discretionary
$5.3M
Accounts
9

ContactClients

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Individual Clients
39
AUM
$10.7M
HNW Individual Clients
44
AUM
$132.5M
Pension/Profit Sharing Plan Clients
2
AUM
$4.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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