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Building 2EAGLESON ARNDT FINANCIAL ADVISORS

Map pinTHOUSAND OAKS, CA
Phone805-496-8450
NotebookSEC #801-132373
Total AUM
$106.6M
Employees
1
Clients
155

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 E. THOUSAND OAKS BLVD
SUITE 174
THOUSAND OAKS
CA 91360
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
805-496-8450

ReceiptFinancials

Total AUM
$106.6M
Accounts
307
Discretionary
$106.6M
Accounts
307
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
117
AUM
$25.3M
HNW Individual Clients
37
AUM
$79.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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

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