Eagle Equity Holdings, LLC

Overview

Eagle Equity Holdings, LLC is structured as a limited liability company and operates as an independent registered investment adviser owned by an individual principal. The firm focuses on portfolio management services for individuals and small businesses and charges clients a mix of percentage-of-assets fees and performance-based fees. It is state-registered in California and Florida. The firm is not positioned as a capital allocator, does not describe itself as an ESG investor, and is not identified as a pension consultant or part of a related-adviser network.

Assets & Accounts

Investments & Alternatives

Location & Offices