EIA INVESTMENTS LLC
Firm details
- Headquarters
- SALISBURY, Connecticut
- CRD number
- 314532
- Website
- www.eiainvestments.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Contacts
1 of 1ANTHONY COLLINS
Managing DirectorCRD 6580684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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