Assets Under Management
$197.7M
Number of Clients
210
Number of Advisors
4
Average Client AUM
$941K
AUM per Advisor
$49.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
EagleStone Wealth Advisors is transitioning client accounts to another firm after an asset purchase agreement. They are no longer providing continuous investment advisory services but remain registered with the SEC during the transition. The firm expects to withdraw its registration upon completion of the transition.
1101 Wootton Parkway, Suite 400, Rockville, MD, 20852