Eam Investors, LLC

Eam Investors, LLC (CRD# 144908) is a financial advisory firm headquartered in Solana Beach, CA. They manage $932,639,270 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
215 Highway 101, Suite 216, Solana Beach, CA 92075
http://www.eaminvestors.com
By the Numbers
  • Total Assets Under Management
    933
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $66,617,091
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA

Financial Advisors at Eam Investors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Derek Gaertner, financial advisor Solana Beach CA
Derek J. Gaertner
CRD#: 5073232
215 Highway 101, Suite 216, Solana Beach, CA 92075

Derek Gaertner (CRD# 5073232) is an Investment Advisor Representative working at Eam Investors, LLC in Solana Beach, CA and has over 15 years of experience in the finance industry.

2
Joshua Moss, financial advisor Solana Beach CA
Joshua M. Moss
CRD#: 4217948
215 Highway 101, Suite 216, Solana Beach, CA 92075

Joshua Moss (CRD# 4217948) is an Investment Advisor Representative working at Eam Investors, LLC in Solana Beach, CA and has over 23 years of experience in the finance industry.

3
Travis Prentice, financial advisor Solana Beach CA
Travis T. Prentice
CRD#: 3106625
215 Highway 101, Suite 216, Solana Beach, CA 92075

Travis Prentice (CRD# 3106625) is an Investment Advisor Representative working at Eam Investors, LLC in Solana Beach, CA and has over 25 years of experience in the finance industry.

4
Montie Weisenberger, financial advisor Solana Beach CA
Montie L. Weisenberger
CRD#: 4246645
215 Highway 101, Suite 216, Solana Beach, CA 92075

Montie Weisenberger (CRD# 4246645) is an Investment Advisor Representative working at Eam Investors, LLC in Solana Beach, CA and has over 22 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals