EAGLE EYE ADVISORY LLC

RIASEC Registered
Total AUM
$98.1M
Discretionary
$91.3M
93% of AUM
Avg account
$343K
Accounts
286
Employees
2
Advisory reps
1

Firm details

Headquarters
,
CRD number
138771
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, US Government Bonds 4%96%
  • Exchange Traded Equities96%
  • US Government Bonds4%

Contacts

1 of 1
  • STEVE SCHAEFER

    PrincipalCRD 5085596

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth