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ETON ADVISORS
CHAPEL HILL, NC
919-442-1550
SEC #801-111042Total AUM
$1.9B
Employees
11Clients
143Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
301 W BARBEE CHAPEL ROAD
SUITE 303
CHAPEL HILL
NC 27517
United States
SUITE 303
CHAPEL HILL
NC 27517
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Monday - Friday
Phone
919-442-1550
Financials
Total AUM
$1.9B
Accounts
144Discretionary
$1.4B
Accounts
138Non-Discretionary
$469M
Accounts
6
Clients
Individual Clients
46AUM
$30.9M
HNW Individual Clients
69AUM
$707.5M
Pooled Vehicle Clients
5AUM
$155.7M
Charitable Organization Clients
6AUM
$39.1M
Corporation or Business Clients
5AUM
$747.5M
Other Clients
12AUM
$206M
Description of Other Clients
FAMILY PARTNERSHIPS AND LLCS
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
FAMILY OFFICE SERVICES; CREDIT SOLUTIONS AND INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
CAFLILMAMDNCNYPASCTXVA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.