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Building 2EAGLE CAPITAL ADVISORS, LLC

Map pinMIDDLEBURY, CT
Phone203 574 0069
NotebookSEC #801-135929
Total AUM
$103M
Employees
2
Clients
68

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 TURNPIKE DRIVE
MIDDLEBURY
CT 06762
United States
Operating Hours
9-5
Monday - Friday
Phone
203 574 0069
Other Offices
1

ReceiptFinancials

Total AUM
$103M
Accounts
169
Discretionary
$103M
Accounts
169
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
50
AUM
$27.3M
HNW Individual Clients
17
AUM
$71M
Pension/Profit Sharing Plan Clients
1
AUM
$4.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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