Eddie Haggar Capital Mgt, Inc.
RIASEC Registered
Total AUM
$14M
Discretionary
$14M
100% of AUM
Avg account
$2.8M
Accounts
5
Employees
1
Advisory reps
1
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 a corporate, independent registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and bills clients on a percentage-of-assets-under-management basis. It is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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