$350.9K Total AUM
$350.9K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-17-2017
- Office Locations
- 1
Office Locations
-- Arlington VA
About EEE Financial LLC
EEE Financial LLC is a Arlington-based RIA. The firm has been operating for 9 years. Managing $350.9K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
37 AVG AGE
$350.9K AVG AUM / ADVISOR
$50.1K 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
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
Erik E Eckerson
Associate, Chief Executive Officer, FOUNDER
- CRD
- #6614632
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $350,855 | -- |
| Non-Discretionary | $0 | -- |
| Total | $350,855 | -- |
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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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