Eagle Bluffs Wealth Management Llc
Columbia, Missouri
5.0
2 Reviews
Eagle Bluffs Wealth Management LLC, based out of Columbia, MO, is a reputable investment advisory firm with a strong focus on personalized financial solutions. With over 120 individual clients and assets under management totaling $173,521,000, they provide comprehensive wealth management services tailored to their clients' specific needs. As a small firm with a single office, Eagle Bluffs Wealth Management LLC prioritizes building long-term relationships with their clients, ensuring a high level of attention and commitment to their financial goals. Their client base predominantly consists of employer 401K plans and individual inv...
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Assets Under Mgmt

$173.52M

Investment Professionals

3

Locations

0

% 401K & Individual

94%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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