This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- LegacyLegacy +more
- Established Date
- 07-24-2024
- Office Locations
- 1
Office Locations
About Eastlake Planning LLC
Eastlake Planning LLC is a Dallas, TX registered investment adviser providing fee-based, holistic financial and life planning for young families, small business owners, and retirees. The firm combines cashflow and major-expense modeling with tax-aware planning, benefits and education planning, risk management, retirement planning, and portfolio construction/asset allocation. Investment implementation is largely via public funds and ETFs, with custody support including Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EVAN MCDANIEL
Chief Compliance Officer, Managing Member
- CRD
- #6491515
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,569,210 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,569,210 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $44,569,210
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,295,022,426 | 57.8% |
| Equity - Exchange | $1,675,604,609 | 42.2% |
| Total | $3,970,627,035 | 100.0% |