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 a corporation operating as an independent registered investment adviser that serves individual and family clients. The firm charges advisory fees as a percentage of assets under management and provides financial planning along with portfolio management services tailored to individuals and small businesses. According to available disclosures, the firm does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a pension consultant or a capital allocator.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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