$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-11-2013
- Office Locations
- 1
Office Locations
-- Newberg OR
About Eisrc
EISRC is an Oregon-registered investment adviser providing portfolio construction, asset management, and financial planning for retail clients. The firm emphasizes asset allocation using ETFs and public funds, spanning active and index approaches and socially responsible investing. A differentiator is its client-facing online retirement projection tool, with access supported via Altruist and Interactive Brokers.
Team overview
-- AVG AGE
$5.1M AVG AUM / ADVISOR
$170.9K AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JASWANT IRWIN SHAW
President, Senior Consultant
- CRD
- #4146228
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,126,129 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,126,129 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing