THE EIDEARD GROUP, LLC

360 Route 101, Suite 6
Bedford, New Hampshire 03110
Tel: 603-471-9909

About THE EIDEARD GROUP, LLC

THE EIDEARD GROUP, LLC, formally registered with the SEC as THE EIDEARD GROUP, LLC. The firm was established in 03/14/2006. They have over 1 offices throughout the country.

THE EIDEARD GROUP, LLC is a Bedford, New Hampshire based Financial Planning firm with nearly $273,557,460 assets under management, offering retirement planning & investment advisory services to 280 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139834
SEC#	801-66396
Assets Managed by Firm	$273,557,460
No. of Clients	280
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (% OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (PORTFOLIO CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	280	$273,557,460
High net worth individuals	30	$155,885,139
Pension and profit sharing plans	Fewer than 5 clients	$3,785,293
Charitable organizations	Fewer than 5 clients	$227,513

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