545 Investments acts as a solicitor, referring potential clients to E&G Advisors, a registered investment advisor. 545 Investments does not enter into advisory agreements with clients or manage their assets. Instead, they introduce clients to E&G, who then provides investment management services. 545 Investments provides disclosure documents to the client including its solicitor's disclosure statement, ADV 2A and 2B, and privacy policy along with E&G's ADV 2A and 2B, Form CRS, and privacy policy.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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