EAGLESTONE WEALTH ADVISORS, INC.

1101 Wootton Parkway
Suite 400
Rockville, Maryland 20852
Tel: 301-924-2160

About EAGLESTONE WEALTH ADVISORS, INC.

EAGLESTONE WEALTH ADVISORS, INC, formally registered with the SEC as EAGLESTONE WEALTH ADVISORS, INC. The firm was established in 07/13/2007. They have over 1 offices throughout the country.

EAGLESTONE WEALTH ADVISORS, INC. is a Rockville, Maryland based Financial Planning firm with nearly $193,836,714 assets under management, offering retirement planning & investment advisory services to 474 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141014
SEC#	801-68116
Assets Managed by Firm	$193,836,714
No. of Clients	474
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (CONSULTING FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	474	$193,836,714
Individuals (other than high net worth individuals)	356	$67,804,979
High net worth individuals	93	$101,893,700
Pension and profit sharing plans	25	$24,138,035

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BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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