E
CRD: 335252
Eagle's Crest Advisors, LLC
$65.3M Total AUM
$65.3M Disc. AUM
-- 3Y CAGR
3 Employees
38 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-23-2025
- Office Locations
- 3
Office Locations
75 Prospect ST, Suite 402c Huntington NY
-- Orange City FL
-- Sanford FL
About Eagle's Crest Advisors, LLC
Eagle's Crest Advisors, LLC is a Huntington-based RIA with 3 offices. The firm has been operating for 1 years. Managing $65.3M in total assets under management, with 3 advisory representatives. They custody assets with Altruist and SEI.
Team overview
42 AVG AGE
$21.8M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
0.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ABEL LUKOSE OONNOONNY
Chief Compliance Officer
- CRD
- #3121406
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
Maurice Simpson Linton
Managing Partner · CFP® · Senior Financial Advisor
- CRD
- #2852881
Available
Available
Available
Imtiyaz Muhamed Nathoo
Managing Partner · CFP® · CWS® · Senior Financial Advisor
- CRD
- #5776479
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,336,093 | $320,275 |
| Non-Discretionary | $0 | -- |
| Total | $65,336,093 | $320,275 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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