EAGLESTONE WEALTH ADVISORS, INC. - Financial Advisor in Maryland, Rockville

Tel: 301-924-2160 1101 Wootton Parkway Suite 400 Rockville, Maryland 20852

About 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

Firm CRD#:

141014

Firm SEC#:

801-68116

Assets Under Management:

$193,836,714

No. of Clients:

474

No. of Advisors:

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 FEES)

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