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Building 2EATON FINANCIAL GROUP

Map pinCORAL SPRINGS, FL
Phone954-575-9323
NotebookSEC #801-122301
Total AUM
$382.2M
Employees
4
Clients
354

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11555 HERON BAY BOULEVARD
SUITE 200
CORAL SPRINGS
FL 33076
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
954-575-9323

ReceiptFinancials

Total AUM
$382.2M
Accounts
911
Discretionary
$382.2M
Accounts
911
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
275
AUM
$105.1M
HNW Individual Clients
72
AUM
$209.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3.2M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
5
AUM
$63.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNJNYOHPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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