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EAN EQUITY FINANCIAL SERVICES LLC
CRD 117064 · SEC 801-118479
MD, United States
Phone
410-340-4973
Fax
703-777-4120
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$144.7M
Discretionary AUM
$77.2M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $12.5M |
| High net worth individuals | 38 | $132.2M |
States served
MD, VA, FL
Official SEC filing: View on IAPD