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Douglas Jay Eaton

EATON FINANCIAL HOLDINGS COMPANY, LLC·CORAL SPRINGS, Florida
Unclaimed Profile
3111 N. UNIVERSITY DRIVE, CORAL SPRINGS, FL 33065CRD# 2780814Firm CRD# 316323
01

About

Douglas Jay Eaton is a registered financial advisor based in CORAL SPRINGS, Florida, affiliated with EATON FINANCIAL HOLDINGS COMPANY, 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
03

Firm Overview

Firm
EATON FINANCIAL HOLDINGS COMPANY, LLC
EATON FINANCIAL GROUP
AUM
$433M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at EATON FINANCIAL HOLDINGS COMPANY, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2780814
Firm CRD# 316323
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas Jay Eaton offer?
Douglas Jay Eaton specializes in Financial Planning, Investment Management. Contact their office in CORAL SPRINGS, Florida for a consultation.
What are Douglas Jay Eaton's credentials?
Douglas Jay Eaton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Jay Eaton located?
Douglas Jay Eaton is based in CORAL SPRINGS, Florida, working with EATON FINANCIAL HOLDINGS COMPANY, LLC. Their office serves clients in the CORAL SPRINGS metropolitan area and surrounding communities.
How does Douglas Jay Eaton charge for services?
Douglas Jay Eaton'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 EATON FINANCIAL HOLDINGS COMPANY, LLC?
EATON FINANCIAL HOLDINGS COMPANY, LLC has approximately 5 employees and manages $433M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
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