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Velda Allen Eugenias

EUGENIAS ADVISORY GROUP, LLC·GADSDEN, Alabama
Unclaimed Profile
508 SOUTH FIFTH STREET, GADSDEN, AL 35901CRD# 2290078Firm CRD# 146177
01

About

Velda Allen Eugenias is a registered financial advisor based in GADSDEN, Alabama, affiliated with EUGENIAS ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EUGENIAS ADVISORY GROUP, LLC
EUGENIAS ADVISORY GROUP, LLC
AUM
$148M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at EUGENIAS ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2290078
Firm CRD# 146177
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Velda Allen Eugenias offer?
Velda Allen Eugenias specializes in Financial Planning, Investment Management. Contact their office in GADSDEN, Alabama for a consultation.
What are Velda Allen Eugenias's credentials?
Velda Allen Eugenias is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Velda Allen Eugenias located?
Velda Allen Eugenias is based in GADSDEN, Alabama, working with EUGENIAS ADVISORY GROUP, LLC. Their office serves clients in the GADSDEN metropolitan area and surrounding communities.
How does Velda Allen Eugenias charge for services?
Velda Allen Eugenias's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EUGENIAS ADVISORY GROUP, LLC?
EUGENIAS ADVISORY GROUP, LLC has approximately 5 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GADSDEN
Melissa K. Hammel — EUGENIAS ADVISORY GROUP, LLC
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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