E. Agustoni, Golden Eagle Services

Overview

E. Agustoni, Golden Eagle Services is a small, single-owner advisory practice formed as a sole proprietorship and registered in 2013. The firm focuses on portfolio management for individuals and small businesses, operating under a hybrid fee model that combines a percentage-of-AUM advisory charge with commission-based transaction income. The adviser is classified as unclassified and is not flagged as a multi-state or pension consultant adviser; it does not report being an active ESG investor. Investment activity centers on equity-oriented, discretionary management. Exchange-traded equities are the primary allocation emphasis, used as the core building blocks for client portfolios. Given the firm’s size and client base, portfolios are likely constructed as separately managed accounts with a mix of individual stocks and ETFs to deliver concentrated equity exposure, liquid core positions and tactical satellite allocations where appropriate.

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