Eagle Tax Planning & Advisory Group.llc
Eagle Tax Planning & Advisory Group.llc (CRD# 124875) is a financial advisory firm headquartered in Ozone Park, NY. They manage $5,973,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Eagle Tax Planning & Advisory Group.llc
By the Numbers
-
Total Assets Under Management6MILLION
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Total Number of Accounts75ACCOUNTS
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Average Account Value$79,640
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Eagle Tax Planning & Advisory Group.llc
1
Rajendra Prashad (CRD# 4289263) is an Investment Advisor Representative working at Eagle Tax Planning & Advisory Group.llc in Ozone Park, NY and has over 23 years of experience in the finance industry.
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