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EAGLEBROOK ADVISORS
EAGLEBROOK ADVISORS, INC.
CRD 304438 · SEC 801-122813
205 HUDSON STREET, 7TH FLOOR, NEW YORK, NY, 10013, United States
Phone
786-807-7374
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$342.0M
Discretionary AUM
$0
Team
22 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 78 | $36.7M |
| Other investment advisers | 81 | $305.2M |
States served
AK, AZ, CA, CO, DC, GA, ID, IL, KS, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NY, NC, OH, OK, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD