EIA Investments LLC

RIASEC Registered
Total AUM
$154K
Discretionary
$0
0% of AUM
Avg account
$154K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Salisbury, Connecticut
CRD number
314532
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

EIA Investments LLC is organized as a limited liability company and operates as an institutional registered investment adviser with an individual owner. The firm focuses on serving individual and family clients and provides portfolio management for individuals and small businesses. It also functions as a broker-dealer, which gives it transactional capabilities in addition to advisory services. The firm's compensation structure combines a percentage-of-assets-under-management fee with the possibility of performance-based fees. It does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser in the available data.

Assets & Accounts

Investments & Alternatives

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 100%100%
  • Cash & Cash Equivalents100%

Contacts

1 of 1
  • Anthony Collins

    Anthony Collins

    Managing DirectorCRD 6580684

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Salisbury, CT

Litchfield

Location

Salisbury, CT

Headquartered in Salisbury, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Litchfield
Address
60 Bunker Hill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth