Eggert Financial Management, Inc.
Eggert Financial Management, Inc. (CRD# 112025) is a financial advisory firm headquartered in Centennial, CO. They manage $79,960,412 in 405 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management80MILLION
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Total Number of Accounts405ACCOUNTS
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Average Account Value$197,433
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, TX
William Eggert (CRD# 1039958) is an Investment Advisor Representative working at Eggert Financial Management, Inc. in Centennial, CO and has over 33 years of experience in the finance industry.
Margaret Kremers (CRD# 5497522) is an Investment Advisor Representative working at Eggert Financial Management, Inc. in Centennial, CO and has over 7 years of experience in the finance industry.
Ronald Manning (CRD# 4493368) is an Investment Advisor Representative working at Eggert Financial Management, Inc. in Evergreen, CO and has over 12 years of experience in the finance industry.