Eisrc
RIASEC Registered
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$342K
Accounts
15
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 164031
- Website
- eisrc.com
- Custodians
- INTERACTIVE BROKERS LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals54.48%
- HNWI45.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Eisrc is an independent registered investment adviser structured as a corporation and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning alongside portfolio management for individuals, small businesses, and business or institutional clients. Eisrc charges fees based on a percentage of assets under management and reports no active ESG investing program. It is not registered as a multi-state adviser and does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities84%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents3%
Contacts
1 of 1Jaswant Shaw
PresidentCRD 4146228
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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