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Building 2EAGLE BLUFFS WEALTH MANAGEMENT LLC

Map pinCOLUMBIA, MO
Phone(573) 507-9084
NotebookSEC #801-120565
Total AUM
$294.2M
Employees
5
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
2201 OLD 63 SOUTH
COLUMBIA
MO 65201
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(573) 507-9084

ReceiptFinancials

Total AUM
$294.2M
Accounts
550
Discretionary
$294M
Accounts
547
Non-Discretionary
$181.3K
Accounts
3

ContactClients

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Individual Clients
89
AUM
$36.7M
HNW Individual Clients
76
AUM
$244.7M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Charitable Organization Clients
1
AUM
$792.8K
Corporation or Business Clients
1
AUM
$9.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMOTX

HandshakeAffiliates

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

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