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Joann Kay Eagle

EAGLE WEALTH MANAGEMENT GROUP INC.·VALENCIA, California
Unclaimed Profile
28212 KELLY JOHNSON PARKWAY, VALENCIA, CA 91355CRD# 5750218Firm CRD# 327052
01

About

Joann Kay Eagle is a registered financial advisor based in VALENCIA, California, affiliated with EAGLE WEALTH MANAGEMENT GROUP INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EAGLE WEALTH MANAGEMENT GROUP INC.
EAGLE WEALTH MANAGEMENT GROUP INC.
AUM
$311M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at EAGLE WEALTH MANAGEMENT GROUP INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5750218
Firm CRD# 327052
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joann Kay Eagle offer?
Joann Kay Eagle specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in VALENCIA, California for a consultation.
What are Joann Kay Eagle's credentials?
Joann Kay Eagle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joann Kay Eagle located?
Joann Kay Eagle is based in VALENCIA, California, working with EAGLE WEALTH MANAGEMENT GROUP INC.. Their office serves clients in the VALENCIA metropolitan area and surrounding communities.
How does Joann Kay Eagle charge for services?
Joann Kay Eagle's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EAGLE WEALTH MANAGEMENT GROUP INC.?
EAGLE WEALTH MANAGEMENT GROUP INC. has approximately 12 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VALENCIA
Mark Andrew Macarthur — CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.Elgonde Magdalena Scheffy — DAVID S REINDERS, INC.David S Reinders — DAVID S REINDERS, INC.Anne Lorenz Reinders — DAVID S REINDERS, INC.Robert Allen Gravette — CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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