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Building 2EAGLE WEALTH MANAGEMENT GROUP INC.

Map pinVALENCIA, CA
Phone661-257-9800
NotebookSEC #801-128270
Total AUM
$417.5M
Employees
8
Clients
482

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28212 KELLY JOHNSON PARKWAY
SUITE 175
VALENCIA
CA 91355
United States
Operating Hours
8AM - 3PM
Monday - Friday
Phone
661-257-9800
Other Offices
2

ReceiptFinancials

Total AUM
$417.5M
Accounts
483
Discretionary
$417.5M
Accounts
483
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
323
AUM
$98.1M
HNW Individual Clients
129
AUM
$251M
Pension/Profit Sharing Plan Clients
20
AUM
$14M
Charitable Organization Clients
8
AUM
$44.1M
Government Entity Clients
1
AUM
$9.2M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAGANCNVPASCTX

HandshakeAffiliates

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

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