CRD: 156243
Eagle Spirit Investments Consulting, Inc.
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- Custodian
- Interactive Brokers ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Radial zenithFocus vital
- Established Date
- 02-01-2011
- Office Locations
- 1
Office Locations
About Eagle Spirit Investments Consulting, Inc.
Eagle Spirit Investment Consulting Inc. is a registered investment advisory firm providing private investment management for individuals and families and institutional investor services for communities and enterprises. The practice emphasizes goal-based planning and portfolio construction using asset allocation across vehicles such as mutual funds and ETFs, and custodies accounts with providers including Interactive Brokers. Team cites 20+ years in business development and investments.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KENNETH EUGENE ROBBINS
Chief Compliance Officer, President
- CRD
- #5629358
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,550 | -- |
| Non-Discretionary | $5,813,908 | -- |
| Total | $5,913,458 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,913,458
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $2,124,304,110 | 26.1% |
| Public Funds | $992,969,737 | 12.2% |
| Equity - Exchange | $1,733,627,492 | 21.3% |
| Cash | $3,288,194,866 | 40.4% |
| Total | $8,139,096,205 | 100.0% |