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Edgerly Perreault Roberts

EAGLE BLUFFS WEALTH MANAGEMENT LLC·COLUMBIA, Missouri
Clean recordEAGLE BLUFFS WEALTH MANAGEMENT LLC
2201 OLD 63 SOUTH, COLUMBIA, MO 65201CRD# 6229030Firm CRD# 306311

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edgerly Perreault Roberts · COLUMBIA, MO
Registration
CRD #6229030 · EAGLE BLUFFS WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Edgerly Perreault Roberts is a registered financial advisor based in COLUMBIA, Missouri, affiliated with EAGLE BLUFFS WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EAGLE BLUFFS WEALTH MANAGEMENT LLC
EAGLE BLUFFS WEALTH MANAGEMENT LLC
AUM
$203M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at EAGLE BLUFFS WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6229030
Firm CRD# 306311
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edgerly Perreault Roberts offer?
Edgerly Perreault Roberts specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COLUMBIA, Missouri for a consultation.
What are Edgerly Perreault Roberts's credentials?
Edgerly Perreault Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edgerly Perreault Roberts located?
Edgerly Perreault Roberts is based in COLUMBIA, Missouri, working with EAGLE BLUFFS WEALTH MANAGEMENT LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Edgerly Perreault Roberts charge for services?
Edgerly Perreault Roberts'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 BLUFFS WEALTH MANAGEMENT LLC?
EAGLE BLUFFS WEALTH MANAGEMENT LLC has approximately 5 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EAGLE BLUFFS WEALTH MANAGEMENT LLC

Nicholas James Thurwanger
COLUMBIA, MO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
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Research
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