Eam Investors, LLC

Eam Investors, LLC (CRD# 144908) is a financial advisory firm headquartered in Cardiff By The Sea, CA. They manage $1,365,142,550 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,365
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $50,560,835
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 J. Gaertner
CRD#: 5073232
2533 South Coast Highway 101, Suite 240, Cardiff By The Sea, CA 92007
93
Wealthminder
score

Derek Gaertner (CRD# 5073232) is an Investment Advisor Representative working at Eam Investors, LLC in Cardiff By The Sea, CA and has over 9 years of experience in the finance industry.

2
Joshua M. Moss
CRD#: 4217948
2533 South Coast Highway 101, Suite 240, Cardiff By The Sea, CA 92007
93
Wealthminder
score

Joshua Moss (CRD# 4217948) is an Investment Advisor Representative working at Eam Investors, LLC in Cardiff By The Sea, CA and has over 16 years of experience in the finance industry.

3
Travis T. Prentice
CRD#: 3106625
2533 South Coast Highway 101, Suite 240, Cardiff By The Sea, CA 92007
93
Wealthminder
score

Travis Prentice (CRD# 3106625) is an Investment Advisor Representative working at Eam Investors, LLC in Cardiff By The Sea, CA and has over 19 years of experience in the finance industry.

4
Montie L. Weisenberger
CRD#: 4246645
2533 South Coast Highway 101, Suite 240, Cardiff By The Sea, CA 92007
93
Wealthminder
score

Montie Weisenberger (CRD# 4246645) is an Investment Advisor Representative working at Eam Investors, LLC in Cardiff By The Sea, CA and has over 15 years of experience in the finance industry.

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