EATON FINANCIAL GROUP
Total AUM
$382.2M
Employees
4Clients
354Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11555 HERON BAY BOULEVARD
SUITE 200
CORAL SPRINGS
FL 33076
United States
SUITE 200
CORAL SPRINGS
FL 33076
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
954-575-9323
Financials
Total AUM
$382.2M
Accounts
911Discretionary
$382.2M
Accounts
911Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
275AUM
$105.1M
HNW Individual Clients
72AUM
$209.4M
Pension/Profit Sharing Plan Clients
1AUM
$3.2M
Charitable Organization Clients
1AUM
$1.1M
Corporation or Business Clients
5AUM
$63.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLNCNJNYOHPATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.