EAGLE WEALTH MANAGEMENT GROUP INC. - Financial Advisor in California, Valencia

Tel: 661-257-9800 28212 Kelly Johnson Parkway Suite 175 Valencia, California 91355

About EAGLE WEALTH MANAGEMENT GROUP INC.

EAGLE WEALTH MANAGEMENT GROUP INC. is a Valencia, California based financial advisory firm with nearly $310,676,152 in assets under management and provides investment advisory services for 432 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

327052

Firm SEC#:

801-128270

Assets Under Management:

$310,676,152

No. of Clients:

432

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM

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