Fort Eagle Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 317575
- Website
- www.forteaglewealth.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals73.33%
- HNWI26.67%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fort Eagle Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and delivers a mix of financial planning and portfolio management services. Service lines listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and educational seminars/workshops. Fee arrangements are flexible: the firm can charge a percentage of assets under management, hourly fees, fixed fees, and also accepts commissions. The adviser does not identify as an active ESG investor and is not flagged as a multi-state or pension consultant adviser. It is not listed as a capital allocator or a related adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities97%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Tory Giddens
Managing PartnerCRD 5741948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations