EAGLE INVESTMENT ADVISORS

131 Wallace Avenue
Suite 14
Downingtown, Pennsylvania 19335
Tel: 610-269-0269

About EAGLE INVESTMENT ADVISORS

EAGLE INVESTMENT ADVISORS, formally registered with the SEC as EAGLE INVESTMENT ADVISORS. The firm was established in 02/14/2020. They have over 1 offices throughout the country.

EAGLE INVESTMENT ADVISORS is a Downingtown, Pennsylvania based Financial Planning firm with nearly $168,555,202 assets under management, offering retirement planning & investment advisory services to 256 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144094
SEC#	801-118074
Assets Managed by Firm	$168,555,202
No. of Clients	256
No. of Advisors	2

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

Firm Client Information

	No. of Clients	AUM
Firm Total	256	$168,555,202
Individuals (other than high net worth individuals)	129	$168,555,202

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