EAGLE EYE ADVISORY LLC
Firm details
- Headquarters
- ,
- CRD number
- 138771
- Website
- eagle-eye-advisory.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Eagle Eye Advisory LLC is an independently owned registered investment adviser that focuses on serving individuals and families. The firm bills primarily as a percentage of assets under management and provides financial planning and portfolio management for individual and small business clients. The firm's snapshot indicates it does not position itself as a multi-state registered adviser and it is not an active ESG investor. It also does not act as a capital allocator or operate affiliated advisory vehicles.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities96%
- US Government Bonds4%
Contacts
1 of 1STEVE SCHAEFER
PrincipalCRD 5085596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
BULLOCK CAPITAL ALLIANCE, INC.
RIACOLORADO SPRINGS, CO
LUCID WEALTH PLANNING LLC
RIAWake Forest, NC
FAMILY FINANCIAL SERVICES, LLC
RIABLACKSUMMIT FINANCIAL GROUP, INC.
RIAASK CAPITAL INVESTMENT MANAGERS
RIAAmarillo, TX