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EAGLESTONE WEALTH ADVISORS, INC.
Tel: 301-924-2160
1101 Wootton Parkway Suite 400
Rockville, Maryland 20852
EAGLESTONE WEALTH ADVISORS, INC.
EAGLESTONE WEALTH ADVISORS, INC. is a Rockville, Maryland based financial advisory firm with nearly $193,836,714 in assets under management and provides investment advisory services for 474 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEE
Firm CRD#:
141014
SEC#:
801-68116
No. of Clients:
474
Assets under Management
$193,836,714
No. of Advisors:
6
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