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Eagle Grove Advisors LLC

Eagle Grove Advisors LLC. CRD 283096

E

CRD: 283096

Eagle Grove Advisors LLC

Westfield, NJ
9174731729
www.eaglegroveadvisors.com
$45.8M Total AUM
$45.8M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Charles Schwab & Company
Clients
Retail
Platforms
FocusAlpha +more
Established Date
05-18-2016
Office Locations
1

Office Locations

-- Westfield NJ

About Eagle Grove Advisors LLC

Eagle Grove Advisors is a fee-only, CFP-led RIA serving individuals who want comprehensive advice before reaching seven-figure wealth. The firm delivers financial planning alongside tax, estate, insurance and charitable planning, paired with portfolio construction focused on asset allocation, risk management and active management across funds/ETFs and fixed income. Primarily custodied at Charles Schwab and emphasizes quick, direct client responsiveness.

Team overview

-- AVG AGE
$45.8M AVG AUM / ADVISOR
$663.6K AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Vector Catalyst Foundation legacy

CRM

Value matrix

Custodian

Wave vertex Legacy Beacon Vital horizon Element Value optima Delta horizon

Investment Themes

Harbor ember Ember pioneer Vertex harbor

Investment Vehicles

Vector summit

Services

Optima Horizon eagle Oak glacier Delta insight Optima North Radial timber Frontier

Technology

Foundation horizon Vector Fusion crest

Owner & Executives

E

ERIC LOUIS GABOR

Chief Compliance Officer, Chief Executive Officer, Financial Planner

CRD
#5852936
Ownership
75% or more
(975) 571-7098
pathway.signal@glaciercapital.com
in linkedin.com/in/foundation-delta

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $45,790,000 --
Non-Discretionary $0 --
Total $45,790,000 --

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Separately Managed Accounts

Total SMA Asset: $45,790,000

$45.8M Total SMA
Public Funds:
25.4%
U.S. Government/Agency:
5.5%
Equity - Exchange:
20.8%
Cash:
30.4%
Municipal Bonds:
17.9%
Asset class Assets Assets %
Public Funds $2,247,280,798 25.4%
U.S. Government/Agency $486,615,921 5.5%
Equity - Exchange $1,840,292,937 20.8%
Cash $2,689,658,908 30.4%
Municipal Bonds $1,583,713,632 17.9%
Total $8,847,562,196 100.0%

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