Double Eagle Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 321963
- Website
- www.doubleeagle.partners
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals54.42%
- HNWI45.58%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Double Eagle Partners, LLC is a privately held limited liability company that serves individual and family clients. The firm provides fee-based portfolio management for individuals and small businesses and conducts educational seminars and workshops. Its fee schedule includes a percentage-of-assets model along with other fee arrangements. The adviser does not identify as an active ESG investor, is not positioned as a capital allocator, and is not registered as a multi-state or related adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities48%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Francis Claire
Managing PartnerCRD 1147758
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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