Home
›
Firms
›
EAGLE BLUFFS WEALTH MANAGEMENT LLC
EAGLE BLUFFS WEALTH MANAGEMENT LLC
COLUMBIA, Missouri
·
2 registered advisors
·
CRD# 306311
SEC# 801-120565
0
(573) 507-9084
01
Firm Overview
AUM
$203M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at EAGLE BLUFFS WEALTH MANAGEMENT LLC
2 registered advisors
Edgerly Perreault Roberts
COLUMBIA, Missouri
CRD# 6229030
Nicholas James Thurwanger
COLUMBIA, Missouri
CRD# 7193899
05
Office Locations
COLUMBIA, Missouri
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. EAGLE BLUFFS WEALTH MANAGEMENT LLC (CRD# 306311) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.