EAB INVESTMENT GROUP, LLC

RIASEC RegisteredEst. 2015
Total AUM
$506M
Discretionary
$506M
100% of AUM
Avg account
$506M
Accounts
1
Employees
4
Advisory reps
4

Firm details

Headquarters
BALA CYNWYD, Pennsylvania
CRD number
165865
Registered since
May 29, 2015
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

EAB Investment Group, LLC is a privately owned limited liability company that registered with the SEC in 2015 and serves institutional clients. The firm’s advisory activity centers on portfolio management for investment companies and for businesses or other institutional entities. Compensation is a mix of percentage-of-assets-under-management and fixed fees. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • WILLIAM VISCONTO

    CFO & COOCRD 2603790

Contacts

3 of 3
  • James Ryan

    PresidentCRD 1658850

  • EDWARD BOLL

    Non-Executive ChairmanCRD 4771992

  • Arnim Holzer

    Portfolio Manager, FounderCRD 2443367

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BALA CYNWYD, PA

MONTGOMERY

Location

BALA CYNWYD, PA

Headquartered in BALA CYNWYD, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
MONTGOMERY
Address
150 Monument Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth