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EATON FINANCIAL GROUP
11555 Heron Bay Boulevard
Suite 200
Coral Springs, Florida 33076
Tel: 954-575-9323
About EATON FINANCIAL GROUP
EATON FINANCIAL GROUP, formally registered with the SEC as EATON FINANCIAL GROUP. The firm was established in 09/13/2021. They have over 1 offices throughout the country.
EATON FINANCIAL GROUP is a Coral Springs, Florida based Financial Planning firm with nearly $389,074,886 assets under management, offering retirement planning & investment advisory services to 1283 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316323 |
| SEC# | 801-122301 |
| Assets Managed by Firm | $389,074,886 |
| No. of Clients | 1283 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1283 | $389,074,886 |
| Individuals (other than high net worth individuals) | 283 | $90,632,559 |
| High net worth individuals | 75 | $218,725,020 |
| Pension and profit sharing plans | 7 | $18,499,346 |
| Charitable organizations | 1 | $1,007,259 |
| Corporations or other businesses | 8 | $60,210,702 |
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