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Eaton Financial Holdings Co. LLC

EST. AUM
$389,074,886

CONTACTS

CLIENT ACCOUNTS
1,283

Firm Details

Metro area Ft. Lauderdale
CRD Number 316323
Website eatonfinancialgroup.com
Client types

Overview

Eaton Financial Group is an SEC-registered investment adviser based in South Florida, providing comprehensive financial planning and investment management services to individuals and families nationally. The firm serves individuals and families with a particular emphasis on women as financial decision-makers, as well as college faculty and staff. Eaton Financial Group operates as a fiduciary with access to Fidelity and Charles Schwab as custodians, and no affiliation with any single financial institution.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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