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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-12-2006
- Office Locations
- 1
Office Locations
About Eclipse Asset Management LLC
Eclipse Asset Management LLC is a Milwaukee-based RIA. The firm has been operating for 20 years. Managing $8.2M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 11 clients, or 11 clients per representative. That equates to $744.6K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on April 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Investment Vehicles
- Platform
- Services
- Technology
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The full Eclipse Asset Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KEVIN ALAN SANDROCK
Chief Compliance Officer, Financial Advisor
- CRD
- #2056521
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,191,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,191,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Eclipse Asset Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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