1791 Bypass Road
Winchester, Tennessee 37398
Tel: (931) 968-1127
EUDAIMONIA ADVISORS LLC, formally registered with the SEC as EUDAIMONIA ADVISORS LLC. The firm was established in 07/05/2019. They have over 5 offices throughout the country.
EUDAIMONIA ADVISORS LLC is a Winchester, Tennessee based Financial Planning firm with nearly $307,053,861 assets under management, offering retirement planning & investment advisory services to 1124 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 302001 |
SEC# | 801-116891 |
Assets Managed by Firm | $307,053,861 |
No. of Clients | 1124 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1124 | $307,053,861 |
Individuals (other than high net worth individuals) | 623 | $166,949,829 |
High net worth individuals | 26 | $95,038,090 |
Charitable organizations | Fewer than 5 clients | $1,205,727 |
Corporations or other businesses | 8 | $43,860,215 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$651,482,000,000 | 62140 | 4565 | |
$14,371,072,726 | 37 | 37 | |
$13,961,190,744 | 9 | 48 | |
$12,356,541,464 | 8945 | 236 | |
$10,409,129,905 | 208 | 42 |
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