1791 Bypass Rd.
Winchester, Tennessee 37398
Tel: 877-843-1411
EUDAIMONIA PARTNERS, LLC, formally registered with the SEC as EUDAIMONIA PARTNERS, LLC. The firm was established in 05/16/2016. They have over 13 offices throughout the country.
EUDAIMONIA PARTNERS, LLC is a Winchester, Tennessee based Financial Planning firm with nearly $703,543,778 assets under management, offering retirement planning & investment advisory services to 2332 clients. The firm is staffed with 27 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 283884 |
SEC# | 801-107836 |
Assets Managed by Firm | $703,543,778 |
No. of Clients | 2332 |
No. of Advisors | 27 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2332 | $703,543,778 |
Individuals (other than high net worth individuals) | 995 | $389,749,912 |
High net worth individuals | 74 | $309,201,071 |
Pension and profit sharing plans | Fewer than 5 clients | $2,614,403 |
Charitable organizations | Fewer than 5 clients | $1,978,392 |
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 |
Explore More Retirement Advisors in Winchester, Tennessee