EIGER WEALTH MANAGEMENT, LLC

16855 West Bernardo Drive
Suite 310
San Diego, California 92127
Tel: 858-769-0100

About EIGER WEALTH MANAGEMENT, LLC

EIGER WEALTH MANAGEMENT, LLC, formally registered with the SEC as EIGER WEALTH MANAGEMENT, LLC. The firm was established in 06/27/2019. They have over 1 offices throughout the country.

EIGER WEALTH MANAGEMENT, LLC is a San Diego, California based Financial Planning firm with nearly $322,112,912 assets under management, offering retirement planning & investment advisory services to 549 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304321
SEC#	801-116820
Assets Managed by Firm	$322,112,912
No. of Clients	549
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	549	$322,112,912
Individuals (other than high net worth individuals)	39	$21,747,162
High net worth individuals	68	$283,068,385
Pension and profit sharing plans	4	$14,793,357
Corporations or other businesses	Fewer than 5 clients	$2,504,008

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