ETON ADVISORS, LP

CHAPEL HILL, North Carolina·4 registered advisors·CRD# 147745

SEC# 801-70291919-442-1550

01

Firm Overview

AUM

$1.5B

Regulatory assets under management

Employees

13

Total firm employees

Advisors

4

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

4 registered advisors

Brad Finch Dalton

CHAPEL HILL, North Carolina

David Ray Vines

CHAPEL HILL, North Carolina

Joel Arthur Pineles

CHAPEL HILL, North Carolina

Pattie June Hebert

CHAPEL HILL, North Carolina

05

Office Locations

CHAPEL HILL, North Carolina

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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.