EIA INVESTMENTS LLC

RIASEC Registered
Total AUM
$154K
Discretionary
$0
0% of AUM
Avg account
$154K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
SALISBURY, Connecticut
CRD number
314532
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Eia Investments LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured as a broker-dealer and engages in investment activities that reflect a preference for traditional asset classes along with some alternative investments. Eia Investments LLC is owned by an individual and does not classify itself as a capital allocator or a multi-state adviser. The firm utilizes a fee structure based on a percentage of assets under management, along with performance-based fees, aligning its interests with those of its clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Contacts

1 of 1
  • ANTHONY COLLINS

    Managing DirectorCRD 6580684

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SALISBURY, CT

LITCHFIELD

Location

SALISBURY, CT

Headquartered in SALISBURY, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
LITCHFIELD
Address
60 Bunker Hill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth