ETON ADVISORS

5915 Farrington Road,
Suite 202
Chapel Hill, North Carolina 27517
Tel: 919-442-1550

About ETON ADVISORS

ETON ADVISORS, formally registered with the SEC as ETON ADVISORS. The firm was established in 08/25/2017. They have over 1 offices throughout the country.

ETON ADVISORS is a Chapel Hill, North Carolina based Financial Planning firm with nearly $1,961,699,026 assets under management, offering retirement planning & investment advisory services to 153 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289395
SEC#	801-111042
Assets Managed by Firm	$1,961,699,026
No. of Clients	153
No. of Advisors	13

Fee Structure

A percentage of AUM
Fixed fees
Other (PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Publication of periodicals and newsletters
Other (FAMILY OFFICE SERVICES; CREDIT SOLUTIONS AND INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	153	$1,961,699,026
Individuals (other than high net worth individuals)	43	$30,783,599
High net worth individuals	76	$641,998,755
Charitable organizations	6	$37,348,232
Corporations or other businesses	5	$892,704,581

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