Eaglestone Wealth Advisors, Inc.

Eaglestone Wealth Advisors, Inc. (CRD# 141014) is a financial advisory firm headquartered in Rockville, MD. They manage $193,836,714 in 474 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1101 Wootton Parkway, Suite 400, Rockville, MD 20852
http://www.estwa.com
By the Numbers
  • Total Assets Under Management
    194
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $408,938
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

DC, MD

Financial Advisors at Eaglestone Wealth Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
James Warring, financial advisor Rockville MD
James D. Warring
CRD#: 3198200
1101 Wootton Parkway, Suite 400, Rockville, MD 20852

James Warring (CRD# 3198200) is an Investment Advisor Representative working at Eaglestone Wealth Advisors, Inc. in Rockville, MD and has over 25 years of experience in the finance industry.

2
Tarun Mehta, financial advisor Rockville MD
Tarun Mehta
CRD#: 4795868
1101 Wootton Parkway, Suite 400, Rockville, MD 20852

Tarun Mehta (CRD# 4795868) is an Investment Advisor Representative working at Eaglestone Wealth Advisors, Inc. in Rockville, MD and has 1 year of experience in the finance industry.

3
Olac Pallan Gayol, financial advisor Bethesda MD
Olac Pallan Gayol
CRD#: 4839964
Bethesda, MD

Olac Pallan Gayol (CRD# 4839964) is an Investment Advisor Representative working at Eaglestone Wealth Advisors, Inc. in Bethesda, MD and has over 17 years of experience in the finance industry.

4
Daniel Reeves, financial advisor Rockville MD
Daniel J. Reeves
CRD#: 7325963
1101 Wootton Parkway, Suite 400, Rockville, MD 20852

Daniel Reeves (CRD# 7325963) is an Investment Advisor Representative working at Eaglestone Wealth Advisors, Inc. in Rockville, MD and has 1 year 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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