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THE EIDEARD GROUP, LLC

CRD 139834 · SEC 801-66396

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360 ROUTE 101, SUITE 6, BEDFORD, NH, 03110, United States

Phone

603-471-9909

Fax

603-471-9996

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$158.1M

Discretionary AUM

$90.3M

Team

3 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; % OF ASSETS UNDER ADVISEMENT

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersPORTFOLIO CONSULTING

Client types

TypeClientsAUM
High net worth individuals25$148.5M
Pooled investment vehicles2$3.0M

States served

VT, MA, NH

All web addresses on file

Official SEC filing: View on IAPD