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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PrimeCrest +more
- Established Date
- 04-01-1990
- Office Locations
- 1
Office Locations
About Eugenio Financial
Eugenio Financial is a fee-only RIA providing personalized portfolio management and comprehensive financial planning. The firm focuses on pre-retirees 50+ and retirees, including clients transitioning from self-managed investing. Portfolios are primarily ETF-based with fixed-income allocations. Based in the Lake Oswego/Tigard, OR area and licensed in Oregon and Washington; custody includes Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
MICHAEL JOSEPH EUGENIO
Financial Advisor, General Partner, President
- CRD
- #2475700
- Ownership
- 50% but less than 75%
ELLEN DIANE EUGENIO
Financial Professional, Secretary, TREASURER
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,831,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,831,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,831,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $367,728,225 | 10.6% |
| Corporate - Investment Grade | $666,073,766 | 19.2% |
| Cash | $766,678,658 | 22.1% |
| Other | $801,370,000 | 23.1% |
| U.S. Government/Agency | $867,283,550 | 25.0% |
| Total | $3,469,134,199 | 100.0% |