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ETON ADVISORS, LP
ETON ADVISORS, LP
CHAPEL HILL, North Carolina
·
1 registered advisor
·
CRD# 147745
SEC# 801-70291
919-442-1550
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at ETON ADVISORS, LP
1 registered advisor
Brad Finch Dalton
CHAPEL HILL, North Carolina
CRD# 4669764
05
Office Locations
CHAPEL HILL, North Carolina
1 advisor
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Data sourced from SEC Form ADV filings. ETON ADVISORS, LP (CRD# 147745) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.