Executive Asset Advisors LLC

Overview

Executive Asset Advisors LLC is a Registered Investment Advisor that specializes in providing financial planning services and portfolio management for individuals and small businesses. The firm has a diverse client base that includes both domestic and foreign assets. As of September, Executive Asset Advisors LLC manages $12.6 million exclusively on a discretionary basis. The firm operates with a small team, consisting of one employee who regularly performs advisory functions. The firm utilizes TD Ameritrade as its sole custodian for managing client assets. The firm employs a fee structure that includes a percentage of assets under management (AUM) along with hourly charges. Executive Asset Advisors LLC does not engage in active ESG investing and is not classified as a multi-state adviser or a newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices