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Building 2EAGLESTONE WEALTH ADVISORS, INC.

Map pinROCKVILLE, MD
Phone301-924-2160
NotebookSEC #801-68116
Total AUM
$197.7M
Employees
6
Clients
210

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1101 WOOTTON PARKWAY
SUITE 400
ROCKVILLE
MD 20852
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
301-924-2160

ReceiptFinancials

Total AUM
$197.7M
Accounts
417
Discretionary
$197.7M
Accounts
417
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
132
AUM
$41.9M
HNW Individual Clients
56
AUM
$141.9M
Pension/Profit Sharing Plan Clients
22
AUM
$13.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
DCMD

HandshakeAffiliates

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

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