E
CRD: 169306
E. Agustoni, Golden Eagle Services
$7.8M Total AUM
$7.8M Disc. AUM
-0.9% 3Y CAGR
0 Employees
15 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2009
- Office Locations
- 1
Office Locations
Feldstrasse 5 Urdorf --
About E. Agustoni, Golden Eagle Services
E. Agustoni, Golden Eagle Services is a Urdorf-based RIA. The firm has been operating for 16 years. Managing $7.8M in total assets under management, Services offered include Asset Management, Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$520.4K AVG AUM / CLIENT
17 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Beacon Bridge Optima vector Fusion
Investment Vehicles
Quantum
Services
Alpha beacon Horizon summit Unison
Owner & Executives
E
EMANUELE GUISEPPE AGUSTONI
Chief Compliance Officer
- CRD
- --
- Ownership
- 75% or more
(639) 682-1579
momentum.bridge@matrixcapital.com
in linkedin.com/in/frontier-alpha
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,805,633 | $520,376 |
| Non-Discretionary | $0 | -- |
| Total | $7,805,633 | $520,376 |
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Separately Managed Accounts
Total SMA Asset: $7,805,633
Equity - Exchange:
10.7% Corporate - Investment Grade:
13.5% Other:
30.4% Cash:
45.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $171,855,380 | 10.7% |
| Corporate - Investment Grade | $216,826,881 | 13.5% |
| Other | $488,262,014 | 30.4% |
| Cash | $729,180,771 | 45.4% |
| Total | $1,606,125,046 | 100.0% |