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EATON FINANCIAL GROUP
EATON FINANCIAL HOLDINGS COMPANY, LLC
CRD 316323 · SEC 801-122301
11555 HERON BAY BOULEVARD, SUITE 200, CORAL SPRINGS, FL, 33076, United States
Phone
954-575-9323
Fax
954-573-6546
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$382.2M
Discretionary AUM
$382.2M
Team
4 total employees; 1 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 275 | $105.1M |
| High net worth individuals | 72 | $209.4M |
| Pension/profit sharing plans | 1 | $3.2M |
| Charitable organizations | 1 | $1.1M |
| Corporations/business entities | 5 | $63.4M |
States served
NJ, NY, NC, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD