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EUREKA EQUITY PARTNERS
2005 Market Street
Suite 3650
Philadelphia, Pennsylvania 19103
Tel: 267-238-4200
About EUREKA EQUITY PARTNERS
EUREKA EQUITY PARTNERS, formally registered with the SEC as EUREKA EQUITY PARTNERS. The firm was established in 03/23/2012. They have over 1 offices throughout the country.
EUREKA EQUITY PARTNERS is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $359,633,794 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159236 |
| SEC# | 801-74259 |
| Assets Managed by Firm | $359,633,794 |
| No. of Clients | 3 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PORTFOLIO COMPANY MONITORING FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $359,633,794 |
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