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Building 2EAGLE CAPITAL MANAGEMENT, LLC

Map pinMANDEVILLE, LA
Phone985-778-0987
NotebookSEC #801-57207
Total AUM
$455.2M
Employees
3
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1417 WEST CAUSEWAY APPROACH
MANDEVILLE
LA 70471
United States
Operating Hours
8:30AM - 4:00PM
Monday - Friday
Phone
985-778-0987
Other Offices
1

ReceiptFinancials

Total AUM
$455.2M
Accounts
804
Discretionary
$455.2M
Accounts
804
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
204
AUM
$53M
HNW Individual Clients
87
AUM
$290.4M
Banking Clients
1
AUM
$79.6M
Pension/Profit Sharing Plan Clients
1
AUM
$16.3M
Charitable Organization Clients
1
AUM
$4.3M
Corporation or Business Clients
21
AUM
$11.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMSTX

HandshakeAffiliates

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

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