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ETON ADVISORS
Tel: 919-442-1550
5915 Farrington Road, Suite 202
Chapel Hill, North Carolina 27517
ETON ADVISORS
ETON ADVISORS is a Chapel Hill, North Carolina based financial advisory firm with nearly $1,961,699,026 in assets under management and provides investment advisory services for 153 clients. There are currently 13 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors , Publication of periodicals and newsletters , Other (FAMILY OFFICE SERVICES; CREDIT SOLUTIONS AND INSURANCE SOLUTIONS)
Fee Structure:
A percentage of AUM, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMEN
Firm CRD#:
289395
SEC#:
801-111042
No. of Clients:
153
Assets under Management
$1,961,699,026
No. of Advisors:
13
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