Eiduk Tax And Wealth
Firm details
- Headquarters
- ,
- CRD number
- 281546
- Website
- www.eiduktaxandwealth.com
- Custodians
- FOLIO FINANCIAL, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Eiduk Tax And Wealth LLC is a small, advisor-owned wealth management practice focused on portfolio management for individuals and small businesses and on selecting other advisers when needed. The firm operates on a percentage-of-AUM fee model and describes itself as a capital allocator, which indicates it actively constructs portfolios rather than only providing one-off advice. Client focus is individual and family relationships rather than institutional mandates. The firm does not identify as an active ESG investor and is not registered as a multi-state 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 Funds75%
- Exchange Traded Equities25%
Contacts
1 of 1
John Eiduk
FounderCRD 5952765
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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