EAGLE BLUFFS WEALTH MANAGEMENT LLC

2201 Old 63 South
Columbia, Missouri 65201
Tel: (573) 507-9084

About EAGLE BLUFFS WEALTH MANAGEMENT LLC

EAGLE BLUFFS WEALTH MANAGEMENT LLC, formally registered with the SEC as EAGLE BLUFFS WEALTH MANAGEMENT LLC. The firm was established in 03/22/2021. They have over 1 offices throughout the country.

EAGLE BLUFFS WEALTH MANAGEMENT LLC is a Columbia, Missouri based Financial Planning firm with nearly $230,894,800 assets under management, offering retirement planning & investment advisory services to 487 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306311
SEC#	801-120565
Assets Managed by Firm	$230,894,800
No. of Clients	487
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	487	$230,894,800
Individuals (other than high net worth individuals)	82	$33,141,986
High net worth individuals	63	$189,534,714
Corporations or other businesses	5	$8,218,100

More Retirement Planning firms in Columbia, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd. St. Louis, MO, 63105	$37,481,639,918	40790	501

Explore More Retirement Advisors in Columbia, Missouri

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.