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Home > Retirement Planners > texas > plano > EUBANK, HUTSON & ASSOCIATES, LLC
EUBANK, HUTSON & ASSOCIATES, LLC
5928 W. Parker Rd.
Suite 1100
Plano, Texas 75093
Tel: 972-473-2244
About EUBANK, HUTSON & ASSOCIATES, LLC
EUBANK, HUTSON & ASSOCIATES, LLC, formally registered with the SEC as EUBANK, HUTSON & ASSOCIATES, LLC. The firm was established in 05/11/2015. They have over 1 offices throughout the country.
EUBANK, HUTSON & ASSOCIATES, LLC is a Plano, Texas based Financial Planning firm with nearly $138,943,927 assets under management, offering retirement planning & investment advisory services to 554 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 226519 |
| SEC# | 801-96245 |
| Assets Managed by Firm | $138,943,927 |
| No. of Clients | 554 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 554 | $138,943,927 |
| Individuals (other than high net worth individuals) | 189 | $53,049,501 |
| High net worth individuals | 49 | $85,894,426 |
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