EAGLE INVESTORS LLC

RIASEC RegisteredEst. 2021
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
INDIANAPOLIS, Indiana
CRD number
316259
Registered since
November 8, 2021
Fee structure
Subscription Fees, Fixed Fees
Services
Educational Seminars / Workshops

Firm profile

FINTRX

Overview

Eagle Investors LLC is an SEC-registered investment adviser formed as a limited liability company in 2021. The firm serves individual and family clients and operates across multiple states. Its client-facing services include advisory relationships supplemented by educational seminars and workshops. Eagle Investors charges subscription-style and fixed fees rather than percentage-of-assets billing. The firm is not identified as an active ESG investor and is noted as not acting as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ishaan Sandhir

    Chief Investment OfficerCRD 7447716

Contacts

2 of 2
  • Yeewa Chu

    CRD 8022930

  • Maikel Den Hertog

    AdvisorCRD 7975479

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

INDIANAPOLIS, IN

MARION

Location

INDIANAPOLIS, IN

Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
MARION
Address
8520 Allison Pointe Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth