Eagle Point Capital LLC

Eagle Point Capital LLC (CRD# 288969) is a financial advisory firm headquartered in , . They manage $20,898,000 in 93 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.eaglepointcap.com/
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $224,710
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MI, TX

Financial Advisors at Eagle Point Capital LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Franz, financial advisor Hinsdale IL
Matthew P. Franz
CRD#: 5951319
Hinsdale, IL

Matthew Franz (CRD# 5951319) is an Investment Advisor Representative working at Eagle Point Capital LLC in Hinsdale, IL and has over 11 years of experience in the finance industry.

2
Daniel Shuart, financial advisor Grand Rapids MI
Daniel H. Shuart
CRD#: 7142336
Grand Rapids, MI

Daniel Shuart (CRD# 7142336) is an Investment Advisor Representative working at Eagle Point Capital LLC in Grand Rapids, MI and has over 5 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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