Executive Asset Advisors LLC
RIAState Registered
Total AUM
$12.6M
Discretionary
$12.6M
100% of AUM
Avg account
$900K
Accounts
14
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 124369
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Executive Asset Advisors LLC is a small, privately owned limited liability company that provides financial planning and portfolio management primarily for individuals and small businesses. The firm charges either a percentage of assets under management or hourly fees. It does not position itself as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser. The firm’s regulatory registration year is not recorded in the provided data.
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
- Non-Exchange Traded Equities45%
- Investment Grade Corp Bonds40%
- US Government Bonds10%
- Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth 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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