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EAGLE CAPITAL MANAGEMENT, LLC
1417 West Causeway Approach
Mandeville, Louisiana 70471
Tel: 985-778-0987
About EAGLE CAPITAL MANAGEMENT, LLC
EAGLE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as EAGLE CAPITAL MANAGEMENT, LLC. The firm was established in 02/01/2000. They have over 2 offices throughout the country.
EAGLE CAPITAL MANAGEMENT, LLC is a Mandeville, Louisiana based Financial Planning firm with nearly $437,682,651 assets under management, offering retirement planning & investment advisory services to 789 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110177 |
| SEC# | 801-57207 |
| Assets Managed by Firm | $437,682,651 |
| No. of Clients | 789 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 789 | $437,682,651 |
| Individuals (other than high net worth individuals) | 215 | $57,219,271 |
| High net worth individuals | 81 | $277,191,966 |
| Pension and profit sharing plans | 5 | $20,955,963 |
| Charitable organizations | Fewer than 5 clients | $3,280,288 |
| Corporations or other businesses | 22 | $13,014,358 |
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