EAGLE GLOBAL ADVISORS LLC

1330 Post Oak Boulevard
Suite 3000
Houston, Texas 77056
Tel: 713-952-3550

About EAGLE GLOBAL ADVISORS LLC

EAGLE GLOBAL ADVISORS LLC, formally registered with the SEC as EAGLE GLOBAL ADVISORS LLC. The firm was established in 11/14/1996. They have over 4 offices throughout the country.

EAGLE GLOBAL ADVISORS LLC is a Houston, Texas based Financial Planning firm with nearly $1,941,056,987 assets under management, offering retirement planning & investment advisory services to 355 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107306
SEC#	801-53294
Assets Managed by Firm	$1,941,056,987
No. of Clients	355
No. of Advisors	24

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	355	$1,941,056,987
High net worth individuals	327	$1,102,148,457
Pension and profit sharing plans	6	$69,657,762
Charitable organizations	16	$122,704,037

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