E2 Financial Services, LLC
Firm details
- Headquarters
- ,
- CRD number
- 301193
- Website
- e2financialservices.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
E2 Financial Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Compensation mixes percentage-of-assets-under-management fees with fixed-fee engagements. E2 does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator. The firm lists an insurance company affiliation as part of its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities25%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Brock Muller
PrincipalCRD 4260667
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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