Sign in
Create a free account
THE EIDEARD GROUP, LLC
BEDFORD, NH
603-471-9909
SEC #801-66396Total AUM
$158.1M
Employees
3Clients
28Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
360 ROUTE 101, SUITE 6
BEDFORD
NH 03110
United States
BEDFORD
NH 03110
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
603-471-9909
Financials
Total AUM
$158.1M
Accounts
167Discretionary
$90.3M
Accounts
77Non-Discretionary
$67.8M
Accounts
90
Clients
HNW Individual Clients
25AUM
$148.5M
Pooled Vehicle Clients
2AUM
$3M
Pension/Profit Sharing Plan Clients
1AUM
$6.7M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
% OF ASSETS UNDER ADVISEMENT
Compliance
Disclosures
Court Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
MANHVT
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.