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Building 2EAGLE'S CREST ADVISORS, LLC

Map pinHUNTINGTON, NY
Phone646-627-6030
NotebookSEC #801-132362
Total AUM
$65.3M
Employees
1
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 PROSPECT ST, SUITE 402C
HUNTINGTON
NY 11743
United States
Operating Hours
9AM-5PM EST
Monday - Friday
Phone
646-627-6030

ReceiptFinancials

Total AUM
$65.3M
Accounts
204
Discretionary
$65.3M
Accounts
204
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
17
AUM
$2.7M
HNW Individual Clients
21
AUM
$59.2M
Corporation or Business Clients
1
AUM
$3.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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