$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
10 yrs Firm Age
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- Custodian
- Folio Investments ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-05-2015
- Office Locations
- 1
Office Locations
-- Palatine IL
About Eiduk TAX AND Wealth
Eiduk Tax and Wealth is a Palatine, IL-based advisory firm providing tax planning and portfolio construction alongside active, asset-allocation-driven investment management for retail clients, including entrepreneurs. Portfolios are implemented mainly with mutual funds and ETFs in SMAs, and the firm custodies through Interactive Brokers (and Folio Investments).
Team overview
47 AVG AGE
$1.5M AVG AUM / ADVISOR
$150.0K AVG AUM / CLIENT
10.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN A. EIDUK
Chief Compliance Officer, Owner
- CRD
- #5952765
- 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 | $1,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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