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EAN EQUITY FINANCIAL SERVICES LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$144.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 69.4M |
| Non-Discretionary | 75.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 117064 |
| SEC Number | 801-118479 |
| Phone | 410-340-4973 |
| Fax | 703-777-4120 |
| Total Employees | 1 |
| Business Types | accountant |
Client Count by Type (64 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 38 |
| Individuals (other than H… | 26 |
County data not available for this organization.