EAB INVESTMENT GROUP, LLC
Firm details
- Headquarters
- BALA CYNWYD, Pennsylvania
- CRD number
- 165865
- Registered since
- May 29, 2015
- Website
- www.eabinvestmentgroup.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1WILLIAM VISCONTO
CFO & COOCRD 2603790
Contacts
3 of 3James Ryan
PresidentCRD 1658850
EDWARD BOLL
Non-Executive ChairmanCRD 4771992
Arnim Holzer
Portfolio Manager, FounderCRD 2443367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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