EAGLE WEALTH MANAGEMENT GROUP INC.
Firm details
- Headquarters
- VALENCIA, California
- CRD number
- 327052
- Registered since
- July 14, 2023
- Website
- eaglewealthinc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI60.12%
- Individuals23.5%
- Charitable Organizations10.55%
- Pension & Profit Sharing Plans3.35%
- State / Municipal Government2.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Eagle Wealth Management Group Inc. is an independent registered investment adviser that began SEC registration in 2023. The firm operates as a domestic corporation with ownership tied to an individual entity. Its client mix includes both individual and family clients as well as institutional relationships. Eagle Wealth bills for advice on a percentage-of-AUM basis and focuses on financial planning, portfolio management for individuals, small businesses and institutions, plus investor education through seminars and workshops. The firm does not identify as an active ESG investor, does not serve as a capital allocator, and is not characterized as a pension consultant or related adviser.
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
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities13%
- Cash & Cash Equivalents12%
- US Government Bonds6%
- Non-Exchange Traded Equities5%
Owners & executives
2 of 2DOUGLAS EAGLE
President, CEOCRD 4157461
JOANN EAGLE
Vice President, Chief Compliance OfficerCRD 5750218
Contacts
3 of 4RANDALL NEWTON
Investment Advisor RepresentativeCRD 2849862
JARED AUDETTE
Financial Planner, Registered Investment AdvisorCRD 5834052
JORDAN EAGLE
Registered RepresentativeCRD 6377787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VALENCIA, CA
LOS ANGELES
Location
VALENCIA, CA
Headquartered in VALENCIA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 28212 Kelly Johnson Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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