EAGLE EQUITY HOLDINGS, LLC
Firm details
- Headquarters
- CAPE CORAL, Florida
- CRD number
- 285806
- Website
- eagleequityholdings.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Eagle Equity Holdings, LLC is an individually owned limited liability company that provides portfolio management services for individuals and small businesses. The firm charges fees based on a percentage of assets under management and may also assess performance-based fees. FINTRX classifies the adviser as unclassified and notes it is not an active ESG investor, not a multi-state adviser, and does not act as a capital allocator or pension consultant. The SEC registration year is not listed in the available records.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Denis Ding
Chief Operating OfficerCRD 6734076
Contacts
1 of 1Dominic Nicosia
Principal and Co-FounderCRD 6734065
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CAPE CORAL, FL
LEE
Location
CAPE CORAL, FL
Headquartered in CAPE CORAL, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- LEE
- Address
- 1706 NE 10th Ter
- Time zone
- ET (UTC-5)
- Office locations
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