| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Anthony Romano Control | Owner/Ceo/ Cco | Over 75% | 2020 |
Eagle Wealth Advisors reports $164.1 million in regulatory assets under management on its Form ADV.
Eagle Wealth Advisors reports 3 employees.
Eagle Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 860-462-0796 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $141.8M |
| Non-discretionary | $22.3M |
| Total (RAUM) | $164.1M |