Eiduk Tax And Wealth

RIASEC Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$150K
Accounts
10
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
281546
Custodians
FOLIO FINANCIAL, INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

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

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: Public Funds/Mutual Funds 75%, Exchange Traded Equities 25%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities25%

Contacts

1 of 1
  • John Eiduk

    John Eiduk

    FounderCRD 5952765

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth