AdvizorPro

E2I Financial Group, LLC

E2I Financial Group, LLC. CRD 167078

E2I Financial Group, LLC logo

CRD: 167078

E2I Financial Group, LLC

Charlotte, NC, 28277
7049577629
www.e2ifinancial.com
$31.5M Total AUM
$31.5M Disc. AUM
-- 3Y CAGR
1 Employees
150 ADV. Clients
12 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
--
Clients
Retail
Platforms
--
Established Date
01-01-2014
Office Locations
2

Office Locations

13850 Ballantyne Corp Place Suite 500 Charlotte NC
-- Boone NC

About E2I Financial Group, LLC

E2i Financial Group is a fee-based investment management and planning firm in Charlotte, NC focused on wealth preservation, risk-based portfolio construction, and annuity evaluation. Serves retail clients including business owners and entrepreneurs, with portfolios largely built using ETFs and high-quality fixed income. Differentiator: direct relationships with elite private wealth managers to extend institutional-caliber access below $5MM.

Team overview

46 AVG AGE
$31.5M AVG AUM / ADVISOR
$210.1K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
12yrs Firm Age

Insights

Upgrade to reveal position-level detail across ember vital.
Upgrade to reveal position-level detail across radial fusion.
Premium access reveals conviction themes in bridge vector quantum.
Unlock to see real insight on atlas vertex prime.
Request access to benchmark trends tied to fusion catalyst.
Unlock to compare peer behavior around zenith matrix.
Upgrade to reveal position-level detail across meridian wave.
Unlock to compare peer behavior around matrix signal.

Asset Classes

Vertex pathway Meridian Ridge

Client Personas

Glacier focus Fusion

CRM

Crest pathway

Investment Themes

Catalyst Ridge Signal

Investment Vehicles

Element oak

Platform

Beacon quantum

Services

Capital Ember Beacon vector Meridian Delta radial Glacier beacon Unison insight Prime fusion Bridge

Owner & Executives

ROBERT LAWRENCE PEREZ

ROBERT LAWRENCE PEREZ

Investment Advisor, Managing Member

CRD
--
Ownership
75% or more
(231) 989-7534
beacon.frontier@elementcapital.com
in linkedin.com/in/insight-zenith

Showing 1 of 1 owners & executives

Unlock all

Contacts

JONATHAN ANTHONY DAVIS

JONATHAN ANTHONY DAVIS

Chief Investment Officer

CRD
#6438484
(399) 427-2969
crest.fusion@quantumcapital.com
in linkedin.com/in/radial-momentum

Showing 1 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $31,514,232 --
Non-Discretionary $0 --
Total $31,514,232 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $31,514,232

$31.5M Total SMA
Equity - Exchange:
36.0%
Corporate - Investment Grade:
19.8%
U.S. Government/Agency:
36.7%
Cash:
7.5%
Asset class Assets Assets %
Equity - Exchange $1,556,836,847 36.0%
Corporate - Investment Grade $856,260,266 19.8%
U.S. Government/Agency $1,587,108,675 36.7%
Cash $324,341,010 7.5%
Total $4,324,546,798 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform