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

More Retirement Planning firms in Bethesda, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Bethesda, Maryland

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.