E
CRD: 113304
Ee&a Investment Management
Buena Vista, CO
7192215494
$23.1M Total AUM
$23.1M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
33 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-21-1993
- Office Locations
- 1
Office Locations
-- Buena Vista CO
About Ee&a Investment Management
Ee&a Investment Management is a Buena Vista-based RIA. The firm has been operating for 33 years. Managing $23.1M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$23.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
17.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
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Owner & Executives
B
BRIAN ERICKSON
Financial Advisor, PORTFOLIO MANAGER
- CRD
- #2363536
- Ownership
- 75% or more
(370) 880-3792
ember.oak@crestcapital.com
in linkedin.com/in/matrix-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,072,159 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,072,159 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,072,159
Equity - OTC:
9.6% Equity - Exchange:
38.2% Cash:
34.7% U.S. Government/Agency:
17.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $38,248,370 | 9.6% |
| Equity - Exchange | $152,196,641 | 38.2% |
| Cash | $138,251,922 | 34.7% |
| U.S. Government/Agency | $69,723,592 | 17.5% |
| Total | $398,420,525 | 100.0% |