EAGLESTONE WEALTH ADVISORS, INC.

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:

Employees Providing Investment Advice:

SEC Registration Status:

Approved since Jul 13, 2007

Website:

estwa.com

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)

Clients by Type

Client Type	Clients	Assets Under Management
Individuals (other than high net worth)	356	$67,804,979
High net worth individuals	93	$101,893,700
Pension and profit sharing plans	25	$24,138,035

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