EAGLE WEALTH MANAGEMENT GROUP INC.

28212 Kelly Johnson Parkway
Suite 175
Valencia, California 91355
Tel: 661-257-9800

About EAGLE WEALTH MANAGEMENT GROUP INC.

EAGLE WEALTH MANAGEMENT GROUP INC, formally registered with the SEC as EAGLE WEALTH MANAGEMENT GROUP INC. The firm was established in 07/14/2023. They have over 4 offices throughout the country.

EAGLE WEALTH MANAGEMENT GROUP INC. is a Valencia, California based Financial Planning firm with nearly $310,676,152 assets under management, offering retirement planning & investment advisory services to 432 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327052
SEC#	801-128270
Assets Managed by Firm	$310,676,152
No. of Clients	432
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	432	$310,676,152
Individuals (other than high net worth individuals)	309	$86,075,369
High net worth individuals	101	$176,492,760
Pension and profit sharing plans	13	$35,046,918
Charitable organizations	5	$3,881,078
Corporations or other businesses	Fewer than 5 clients	$1,153,491

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