$158.1M Total AUM
$90.3M Disc. AUM
-- 3Y CAGR
3 Employees
27 ADV. Clients
20 yrs Firm Age
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- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2006
- Office Locations
- 1
Office Locations
360 Route 101, Suite 6 Bedford NH
About THE Eideard Group, LLC
THE Eideard Group, LLC is a Bedford-based RIA. The firm has been operating for 20 years. Managing $158.1M in total assets under management, with 2 advisory representatives. They custody assets with BNY Mellon and Charles Schwab & Company.
Team overview
-- AVG AGE
$79.1M AVG AUM / ADVISOR
$5.9M AVG AUM / CLIENT
20.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN PAUL AUBIN
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,307,499 | $1,172,825 |
| Non-Discretionary | $67,835,840 | $753,732 |
| Total | $158,143,339 | $946,966 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Public Funds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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