Eddie Haggar Capital Mgt, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 116482
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Eddie Haggar Capital Mgt, Inc. is an independent registered investment adviser organized as a domestic corporation that serves a small number of individual and family clients. The firm charges fees based on a percentage of assets under management and focuses its advisory work on financial planning and portfolio management for individuals and small businesses. It does not position itself as a capital allocator or pension consultant, does not identify as an active ESG investor, and is not registered as a multi-state adviser in the source data.
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
Asset composition
- Other31%
- Non-Exchange Traded Equities30%
- Cash & Cash Equivalents20%
- US Government Bonds5%
- State & Local Bonds5%
Contacts
1 of 1Edmond Haggar
President and Principal AdvisorCRD 3069564
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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