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EAGLE WEALTH MANAGEMENT GROUP INC.
EAGLE WEALTH MANAGEMENT GROUP INC.
VALENCIA, California
·
2 registered advisors
·
CRD# 327052
SEC# 801-128270
3
661-257-9800
01
Firm Overview
AUM
$311M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at EAGLE WEALTH MANAGEMENT GROUP INC.
2 registered advisors
Douglas Ray Eagle
VALENCIA, California
CRD# 4157461
Joann Kay Eagle
VALENCIA, California
CRD# 5750218
05
Office Locations
VALENCIA, California
2 advisors
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Data sourced from SEC Form ADV filings. EAGLE WEALTH MANAGEMENT GROUP INC. (CRD# 327052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.