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The Eideard Group, Llc

EST. AUM
$158,143,339

CONTACTS
4

CLIENT ACCOUNTS
167

Firm Details

Metro area Manchester, NH
CRD Number 139834
Website eideardgroup.com
Client types

Overview

The Eidard Group is a New England RIA with advisory and family office offerings. They solely recommend external managers and prefer SMAs but do look at Mutual Funds and ETFs. They take a fundamental approach to research and are looking for managers that have consistent and repeatable results across various market conditions. Private investments will be considered for qualified clients. Schwab serves as the firm's custodian. George Li is a senior member of the team and is responsible for due diligence.

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Address

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

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