Investment adviser · CRD 138858

EAGLE FINANCIAL MANAGEMENT SERVICES, LLC

Investment adviser filing (IA)

SHREVEPORT, LA, United States · Form ADV filed Jun 12, 2014

Regulatory AUM
$72.4M
Form ADV · Item 5.F
Client accounts
492
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 12, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

400 TRAVIS ST., SUITE 518
SHREVEPORT, LA, 71101, United States

CRD 138858

Filing source

Form ADV 829601 · Jun 12, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.