Eagle Financial Advisors, LLC

Eagle Financial Advisors, LLC (CRD# 167696) is a financial advisory firm headquartered in Frisco, TX. They manage $71,406,535 in 376 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
9300 Wade Blvd., Suite 100, Frisco, TX 75035
https://www.clausaadvisorygroup.com
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $189,911
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, GA, IL, IN, LA, MI, MN, MO, NC, NM, OH, OK, OR, PA, TX, WI

Financial Advisors at Eagle Financial Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
David Delekta, financial advisor Okemos MI
David M. Delekta
CRD#: 3172012
2161 White Owl Way, Okemos, MI 48864

David Delekta (CRD# 3172012) is an Investment Advisor Representative working at Eagle Financial Advisors, LLC in Okemos, MI and has over 15 years of experience in the finance industry.

2
Scott Goodman, financial advisor Frisco TX
Scott Goodman
CRD#: 1528909
9300 Wade Blvd., Suite 100, Frisco, TX 75035

Scott Goodman (CRD# 1528909) is an Investment Advisor Representative working at Eagle Financial Advisors, LLC in Frisco, TX and has over 24 years of experience in the finance industry.

3
John Lopez, financial advisor Frisco TX
John F. Lopez
CRD#: 4409741
9300 Wade Blvd., Suite 100, Frisco, TX 75035

John Lopez (CRD# 4409741) is an Investment Advisor Representative working at Eagle Financial Advisors, LLC in Frisco, TX and has over 22 years of experience in the finance industry.

4
David Miller, financial advisor Frisco TX
David E. Miller
CRD#: 1219681
9300 Wade Blvd., Suite 100, Frisco, TX 75035

David Miller (CRD# 1219681) is an Investment Advisor Representative working at Eagle Financial Advisors, LLC in Frisco, TX and has over 24 years of experience in the finance industry.

5
Thomas Vendryes, financial advisor Plano TX
Thomas G. Vendryes
CRD#: 5310114
Plano, TX

Thomas Vendryes (CRD# 5310114) is an Investment Advisor Representative working at Eagle Financial Advisors, LLC in Plano, TX and has over 16 years of experience in the finance industry.

6
Matthew Zajac, financial advisor Rochester Hills MI
Matthew S. Zajac
CRD#: 2293459
Rochester Hills, MI

Matthew Zajac (CRD# 2293459) is an Investment Advisor Representative working at Eagle Financial Advisors, LLC in Rochester Hills, MI and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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