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Building 2EAGLE WEALTH ADVISORS

Map pin
Phone860-462-0796
NotebookSEC #801-117505
Total AUM
$164.1M
Employees
3
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
860-462-0796

ReceiptFinancials

Total AUM
$164.1M
Accounts
101
Discretionary
$141.8M
Accounts
95
Non-Discretionary
$22.3M
Accounts
6

ContactClients

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Individual Clients
70
AUM
$34.1M
HNW Individual Clients
31
AUM
$130.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES FIXED AND HOURLY

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNYTX

HandshakeAffiliates

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

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