Eagle Global Advisors LLC
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Overview
Eagle Global Advisors LLC is located at 1330 Post Oak Boulevard, Houston, TX. The firm employs 10 financial advisors to manage client portfolios and provide financial guidance. Eagle Global Advisors LLC is not a registered broker-dealer.
Eagle Global Advisors LLC oversees $1.9 billion in assets under management across 355 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The firm caters to high net worth investors, investment companies, pooled investment vehicles, pension plans, and charitable organizations, with high net worth investors being the largest client type by accounts. The fee structure at Eagle Global Advisors LLC includes asset-based and performance-based fees. The firm has 327 high net worth clients.
Eagle Global Advisors LLC is registered in the states of California, Colorado, Florida, Illinois, New Mexico, North Carolina, Oklahoma, Tennessee, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Eagle Global Advisors LLC by the Numbers
$1.9 billion
24
355
$5.5 million
Fee Structure
Fees for financial management typically are based on the type of services offered. Fees billed by Eagle Global Advisors LLC can include any combination of the following fee structures: asset-based or performance-based. The firm participates in a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a number of different customers. The company provides services to high net worth investors, investment companies, pooled investment vehicles, pension plans, and charitable organizations. Out of its 5 clients, Eagle Global Advisors LLC's largest client group by number of accounts is high net worth investors, although it also caters to 327 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 92.11%
- Other Individuals - 0%
- Corporations - 3.38%
- Charitable Organizations - 4.51%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Eagle Global Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Eagle Global Advisors LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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