CRD: 134098
Eagleson Arndt Financial Advisors
$106.6M Total AUM
$106.6M Disc. AUM
-- 3Y CAGR
1 Employees
159 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-14-2017
- Office Locations
- 1
Office Locations
100 E. Thousand Oaks Blvd Suite 174 Thousand Oaks CA
About Eagleson Arndt Financial Advisors
Eagleson Arndt Financial Advisors provides holistic financial planning and wealth management for individuals and families, balancing goals like retirement and education savings. The firm customizes advice using model portfolios with ongoing investment selection and rebalancing, with portfolios implemented primarily via ETFs. Custodied with Charles Schwab.
Team overview
-- AVG AGE
$106.6M AVG AUM / ADVISOR
$670.6K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
V
VICTORIA EAGLESON ARNDT
Advisor, Chief Compliance Officer, Owner
- CRD
- #2777372
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,630,041 | $347,329 |
| Non-Discretionary | $0 | -- |
| Total | $106,630,041 | $347,329 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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