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EAGLE ASSET MANAGEMENT INC

CRD 110653 · SEC 801-21343

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780 CARILLON PKWY, ST. PETERSBURG, FL, 33716, United States

Phone

727-573-2453

Fax

727-573-8655

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$60.65B

Discretionary AUM

$32.39B

Team

77 total employees; 44 advisory reps; 50629 broker-dealer reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-06-02

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals21795$13.54B
High net worth individuals6250$7.26B
Investment companies3$6.83B
Pooled investment vehicles5$2.13B
Pension/profit sharing plans6$188.0M
State/municipal entities30$1.04B
Corporations/business entities554$1.40B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD