EAGLEBROOK ADVISORS

4500 East West Highway
Suite 150
Bethesda, Maryland 20814
Tel: 786-807-7374

About EAGLEBROOK ADVISORS

EAGLEBROOK ADVISORS, formally registered with the SEC as EAGLEBROOK ADVISORS. The firm was established in 12/07/2021. They have over 2 offices throughout the country.

EAGLEBROOK ADVISORS is a Bethesda, Maryland based Financial Planning firm with nearly $211,105,885 assets under management, offering retirement planning & investment advisory services to 930 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304438
SEC#	801-122813
Assets Managed by Firm	$211,105,885
No. of Clients	930
No. of Advisors	23

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	930	$211,105,885
High net worth individuals	88	$32,412,136
Other investment advisers	68	$178,693,749

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PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
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