Eureka Financial Planners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 269975
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.67%
- Individuals15.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Eureka Financial Planners, LLC is an independent, single-office registered investment adviser that focuses on individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible and include a percentage of AUM, hourly charges and fixed fees, and the firm does not act as a capital allocator. Investment activity shows a clear tilt toward equities, with exchange-traded securities making up the largest share of managed assets. Eureka does not identify as an active ESG investor and operates as a non-multistate adviser.
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 Equities59%
- Public Funds/Mutual Funds32%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds1%
- Derivatives1%
Contacts
1 of 1William Symons
Managing MemberCRD 3022068
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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