Eagle Equity Holdings, LLC
Firm details
- Headquarters
- Cape Coral, Florida
- CRD number
- 285806
- Website
- eagleequityholdings.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Eagle Equity Holdings, LLC is structured as a limited liability company and operates as an independent registered investment adviser owned by an individual principal. The firm focuses on portfolio management services for individuals and small businesses and charges clients a mix of percentage-of-assets fees and performance-based fees. It is state-registered in California and Florida. The firm is not positioned as a capital allocator, does not describe itself as an ESG investor, and is not identified as a pension consultant or part of a related-adviser network.
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
Location
Cape Coral, FL
Lee
Location
Cape Coral, FL
Headquartered in Cape Coral, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Lee
- Address
- 1706 Ne 10th Ter
- Time zone
- ET (UTC-5)
- Office locations
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