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EAGLEBROOK ADVISORS, INC.
EAGLEBROOK ADVISORS, INC.
EAGLEBROOK ADVISORS
BETHESDA, Maryland
·
4 registered advisors
·
CRD# 304438
SEC# 801-122813
1
786-807-7374
01
Firm Overview
AUM
$211M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at EAGLEBROOK ADVISORS, INC.
4 registered advisors
Christopher John King
BETHESDA, Maryland
CRD# 6505466
Roderick Bruce Chisholm
MIAMI, Florida
CRD# 5443046
Ryan Joseph Nash
BETHESDA, Maryland
CRD# 7441241
Tanya Ann Kerrigan
BETHESDA, Maryland
CRD# 4266832
05
Office Locations
BETHESDA, Maryland
3 advisors
MIAMI, Florida
1 advisor
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Data sourced from SEC Form ADV filings. EAGLEBROOK ADVISORS, INC. (CRD# 304438) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.