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).
-
Total Assets Under Management194MILLION
-
Total Number of Accounts474ACCOUNTS
-
Average Account Value$408,938
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
DC, MD
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.
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.
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.
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.