E
CRD: 117064
EAN Equity Financial Services LLC
Leesburg, VA
4103404973
$144.7M Total AUM
$77.2M Disc. AUM
6.7% 3Y CAGR
1 Employees
64 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-04-2014
- Office Locations
- 1
Office Locations
-- Leesburg VA
About EAN Equity Financial Services LLC
EAN Equity Financial Services LLC is a Leesburg-based RIA. The firm has been operating for 12 years. Managing $144.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
69 AVG AGE
$144.7M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Asset Classes
Beacon Vital meridian
Client Personas
Pathway foundation
Investment Themes
Element Eagle
Investment Vehicles
Catalyst crest
Services
Peak Insight Horizon Zenith Ridge Eagle Vital ember
Owner & Executives
E
ERIC ANTHONY NORBERG
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Legal Officer, Chief Operations Officer, Director, Owner
- CRD
- #1220324
- Ownership
- 75% or more
(203) 957-7382
beacon.value@pioneercapital.com
in linkedin.com/in/foundation-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,247,780 | $908,797 |
| Non-Discretionary | $67,432,445 | $977,282 |
| Total | $144,680,225 | $939,482 |
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Separately Managed Accounts
Total SMA Asset: $144,680,225
Public Funds:
13.8% Equity - Exchange:
8.8% Municipal Bonds:
18.9% Corporate - Investment Grade:
20.9% Cash:
14.0% U.S. Government/Agency:
23.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $451,775,003 | 13.8% |
| Equity - Exchange | $288,088,408 | 8.8% |
| Municipal Bonds | $618,735,330 | 18.9% |
| Corporate - Investment Grade | $684,209,968 | 20.9% |
| Cash | $458,322,467 | 14.0% |
| U.S. Government/Agency | $772,600,728 | 23.6% |
| Total | $3,273,731,904 | 100.0% |