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Ean Equity Financial Services LLC

● SEC registered since 2020CRD 117064SEC# 801-118479
Export (members)
Reg. AUM
$144.5M
Employees
1
Accounts
294
Location

Ean Equity Financial Services LLC assets under management

Ean Equity Financial Services LLC is an SEC-registered investment adviser. The firm has been registered since 2020. It reports $144.5 million in regulatory assets under management and employs 1 people.

Ean Equity Financial Services LLC owners & executives

1 reported
NameTitleOwnershipSince
Eric Anthony Norberg ControlChief Executive Officer, Chief Financial Officer, Chief Operations Officer, Chief Compliance Officer, Chief Legal OfficerOver 75%2000

Frequently asked questions

How much does Ean Equity Financial Services LLC manage?

Ean Equity Financial Services LLC reports $144.5 million in regulatory assets under management on its Form ADV.

How many employees does Ean Equity Financial Services LLC have?

Ean Equity Financial Services LLC reports 1 employees.

Does Ean Equity Financial Services LLC disclose fund performance?

Ean Equity Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone410-340-4973
Fax703-777-4120
Office hours9 a.m. To 5 p.m. Eastern
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$69.4M
Non-discretionary$75.1M
Total (RAUM)$144.5M