Eagle Talon Partners

RIASEC Registered
Total AUM
$31M
Discretionary
$31M
100% of AUM
Avg account
$1.6M
Accounts
20
Employees
3
Advisory reps
3

Firm details

Headquarters
Naples, Florida
CRD number
311982
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other80.65%
  • HNWI19.35%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Eagle Talon Partners is an institutional registered investment adviser organized as a limited liability company and owned by an individual. The firm provides discretionary portfolio management for individuals, small businesses, and institutional clients, with a client base oriented toward individuals and families. Its advisory fees combine a percentage-of-AUM charge with the possibility of performance-based fees. Eagle Talon is not positioned as a multi-state adviser, does not describe itself as an active ESG investor, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Cash & Cash Equivalents 90%, Exchange Traded Equities 10%90%
  • Cash & Cash Equivalents90%
  • Exchange Traded Equities10%

Contacts

3 of 3
  • Daelum Mawji

    Daelum Mawji

    DC Strategic Accounts ManagerCRD 7776749

  • Ashira Mawji

    Co-FounderCRD 8142539

  • Karim Mawji

    Karim Mawji

    Managing PartnerCRD 3248322

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Naples, FL

Collier

Location

Naples, FL

Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
Collier
Address
4851 Tamiami Trl N
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth