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EATON FINANCIAL HOLDINGS COMPANY, LLC

UUIDaf94869a-76f9-5078-80b9-7bd3aaabd95d
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 316323 316323 1.0
sec_file_number 801-122301 801-122301

Profile

Websitehttps://twitter.com/EatonFinancial
HQ CityCORAL SPRINGS
HQ StateFL
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • EATON FINANCIAL GROUP adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)389,074,886.0
  • RAUM (discretionary)389,074,886.0
  • Actionable assets298,442,327.0
  • Accounts1,283.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM18,499,346.0
  • Charitable AUM1,007,259.0
  • HNW AUM218,725,020.0

As of 2025-04-02 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.