Eclipse Asset Management LLC
RIASEC Registered
Total AUM
$8.2M
Discretionary
$8.2M
100% of AUM
Avg account
$1M
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 137734
- Website
- www.eclipsecap.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Eclipse Asset Management LLC is a small, individually owned limited liability company that provides portfolio management for individuals and small businesses. The firm serves a client base of individuals and families and charges either a percentage-of-assets fee or fixed fees. It does not position itself as a capital allocator, pension consultant, or related adviser, and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities60%
- US Government Bonds20%
- Cash & Cash Equivalents20%
Owners & executives
1 of 1Kevin Sandrock
Chief Compliance OfficerCRD 2056521
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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