Eagle Eye Advisory LLC
Firm details
- Headquarters
- ,
- CRD number
- 138771
- Website
- eagle-eye-advisory.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Eagle Eye Advisory LLC is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm serves individuals and families and bills clients on a percentage-of-AUM basis. Its stated advisory activities focus on financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, does not operate as a pension consultant or related adviser, and is not listed as a capital allocator in the filing.
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 1
Steve Schaefer
PrincipalCRD 5085596
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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