DBA: EATON FINANCIAL GROUP
| Total AUM | $382.2M |
| Discretionary | $382.2M100% of AUM |
| Client Accounts | 911 |
| Avg Account Size | $419K |
| Employees | 4 |
| Peak AUM | $432.8MMar 2024 |
Total AUM
$382M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $382M | 1.8% | +5.8% | — | |
| Discretionary AUM | $382M | ||||
| Total AUM | $382.2M |
| Discretionary | $382.2M |
| Employees | 4 |
| Client Accounts | 911 |
| Client Range | 251-500 |
Address
11555 HERON BAY BOULEVARD
CORAL SPRINGS FL 33076
Phone
954-575-9323
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$382M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| 1.8% |
| +6.2% |
| — |
| Total Accounts | 911 | 29.0% | 7.6% | — |
| Avg Account Size | $419,496.53 | +38.3% | +14.6% | — |
| Employees | 4 | 0.0% | 28.6% | +6.5% |
| AUM / Employee | $96M | 1.8% | +48.3% | — |
Client AUM Segments | |||||
| Wealth AUM | $315M | +1.7% | +6.9% | — | |
| Institutional AUM | $68M | 15.1% | +1.7% | — | |
Client Count Segments | |||||
| HNW Clients | 275 | 2.8% | 37.1% | — | |
| Institutional | 7 | 56.3% | 16.4% | — | |
| Individuals | 72 | 4.0% | +42.3% | — | |