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DOUBLE EAGLE FAMILY OFFICES, LLC
3724 Hulen St
Fort Worth, Texas 76107
Tel: 817-928-3260
About DOUBLE EAGLE FAMILY OFFICES, LLC
DOUBLE EAGLE FAMILY OFFICES, LLC, formally registered with the SEC as DOUBLE EAGLE FAMILY OFFICES, LLC. The firm was established in 09/22/2021. They have over 1 offices throughout the country.
DOUBLE EAGLE FAMILY OFFICES, LLC is a Fort Worth, Texas based Financial Planning firm with nearly $536,685,795 assets under management, offering retirement planning & investment advisory services to 141 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315523 |
| SEC# | 801-122127 |
| Assets Managed by Firm | $536,685,795 |
| No. of Clients | 141 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 141 | $536,685,795 |
| High net worth individuals | 3 | $14,705,214 |
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