Eileen Mouly is a CFP-designated registered investment advisor at Supreme Alliance LLC, based in Davie, FL, with 40 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 78 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SALLC offers managed account programs where clients pay a single fee for portfolio management services. The fees are calculated quarterly. SALLC representatives customize investment portfolios based on the client's risk tolerance and investment objectives. SALLC has full discretion over client accounts, but clients can limit this authority in writing. The minimum initial investment is $25,000.
Location
12401 Orange Drive, Suite 223, Davie, FL, 33330
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eileen is a registered investment advisor, licensed insurance agent, and certified public accountant, all offered through Mouly Financial Management, Inc. ELM Financial Services Inc, of which she is a 100% shareholder, leases office space.
Employment History
Current Registrations
Supreme Alliance LLC
Supreme Alliance LLCBroker
Mouly Financial Management, INC.
Previous Registrations
Singer Xenos Securities, CORP.Broker
Diversified Capital CorporationBroker
R.K. Grace & CO.Broker
Huttoe & Associates, INC.Broker
Investacorp, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.