EGGZ

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Shelburne Falls, Massachusetts
CRD number
339061
Registered since
January 13, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Eggz is a corporate investment adviser that identifies as a newly formed SEC-registered adviser (registration year listed as 2026) and is owned by an individual. Its stated advisory activity is portfolio management for individuals and small businesses. The firm charges either a percentage-of-assets fee or fixed fees. It is classified as unclassified in the snapshot data, is not registered as a multi-state adviser, does not act as a capital allocator, and does not identify as an active ESG investor. The firm is not listed as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MICHAEL STEIN

    Chief Compliance OfficerCRD 2089106

Contacts

1 of 1
  • MATTHEW PALMERI

    CRD 8179760

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Shelburne Falls, MA

FRANKLIN

Location

Shelburne Falls, MA

Headquartered in Shelburne Falls, MA, in the Northeast of the United States.

Region
Northeast
County
FRANKLIN
Address
111 E Oxbow Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth