EGGZ
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MICHAEL STEIN
Chief Compliance OfficerCRD 2089106
Contacts
1 of 1MATTHEW PALMERI
CRD 8179760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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