Ee&a Investment Management

Ee&a Investment Management (CRD# 113304) is a financial advisory firm headquartered in Buena Vista, CO. They manage $23,072,159 in 28 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o Box 4886, Buena Vista, CO 81211
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $824,006
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Ee&a Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Brian Erickson, financial advisor Buena Vista CO
Brian Erickson
CRD#: 2363536
Buena Vista, CO

Brian Erickson (CRD# 2363536) is an Investment Advisor Representative working at Ee&a Investment Management in Buena Vista, CO and has over 30 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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