Eagle Wealth Management Group Inc.

Eagle Wealth Management Group Inc. (CRD# 327052) is a financial advisory firm headquartered in Valencia, CA. They manage $310,676,152 in 432 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
28212 Kelly Johnson Parkway, Suite 175, Valencia, CA 91355
https://www.eagleretirementplans.com
By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    432
    ACCOUNTS
  • Average Account Value
    $719,158
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC

Financial Advisors at Eagle Wealth Management Group Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jared Audette, financial advisor Valencia CA
Jared P. Audette
CRD#: 5834052
28212 Kelly Johnson Parkway, Suite 175, Valencia, CA 91355

Jared Audette (CRD# 5834052) is an Investment Advisor Representative working at Eagle Wealth Management Group Inc. in Valencia, CA and has over 13 years of experience in the finance industry.

2
Douglas Eagle, financial advisor Valencia CA
Douglas R. Eagle
CRD#: 4157461
28212 Kelly Johnson Parkway, Suite 175, Valencia, CA 91355

Douglas Eagle (CRD# 4157461) is an Investment Advisor Representative working at Eagle Wealth Management Group Inc. in Valencia, CA and has over 24 years of experience in the finance industry.

3
Shane Snively, financial advisor Valencia CA
Shane P. Snively
CRD#: 4326919
28212 Kelly Johnson Parkway, Suite 175, Valencia, CA 91355

Shane Snively (CRD# 4326919) is an Investment Advisor Representative working at Eagle Wealth Management Group Inc. in Valencia, CA and has over 23 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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