Eagle Eye Advisory LLC
RIASEC Registered
Total AUM
$89.7M
Discretionary
$89.7M
100% of AUM
Avg account
$302K
Accounts
297
Employees
1
Advisory reps
1
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 independent, owner-operated RIA organized as a limited liability company that focuses on individuals and families. The firm charges fees as a percentage of assets under management and provides financial planning and discretionary portfolio management tailored to individuals and small businesses. It does not identify as an active ESG investor and is not described as a capital allocator or pension consultant.
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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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