Assets Under Management
$138.3M
Number of Clients
136
Number of Advisors
3
Average Client AUM
$1.0M
AUM per Advisor
$46.1M
Compensation
Fee-Only (AUM)
Eagle Wealth Advisors LLC (EWA) offers tailored investment management and financial planning services. They gather client information to develop investment strategies. EWA advises on various investment vehicles. They also offer Outside Managers for portfolio management services. EWA provides customized services to institutional clients, such as charities and retirement plans.
NY, United States