Eaton Financial Holdings Company, LLC
● SEC registered since 2021CRD 316323SEC# 801-122301Coral Springs, FL
Reg. AUM
$382.2M
Employees
4
Accounts
911
Location
Coral Springs, FL
Eaton Financial Holdings Company, LLC assets under management
Eaton Financial Holdings Company, LLC is a registered investment adviser overseen by the SEC based in Coral Springs, FL. The firm has been registered since 2021. It reports $382.2 million in regulatory assets under management and employs 4 people.
Eaton Financial Holdings Company, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Jay Eaton Control | Managing Member/Chief Compliance Officer | Over 75% | 1996 |
| Sharon Goldberg | Chief Operating Officer | Under 5% | 2022 |
Frequently asked questions
How much does Eaton Financial Holdings Company, LLC manage?
Eaton Financial Holdings Company, LLC reports $382.2 million in regulatory assets under management on its Form ADV.
How many employees does Eaton Financial Holdings Company, LLC have?
Eaton Financial Holdings Company, LLC reports 4 employees.
Where is Eaton Financial Holdings Company, LLC located?
Eaton Financial Holdings Company, LLC is based in Coral Springs, FL and has been SEC-registered since 2021.
Does Eaton Financial Holdings Company, LLC disclose fund performance?
Eaton Financial Holdings Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11555 Heron Bay Boulevard, Suite 200, Coral Springs, FL 33076 |
| Phone | 954-575-9323 |
| Fax | 954-573-6546 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$382.2M▼ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$382.2Mregulatory AUM
Discretionary $382.2M