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).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $197,433
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Eggert Financial Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
William H. Eggert
CRD#: 1039958
7200 South Alton Way, Suite A-210, Centennial, CO 80112

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.

2
Margaret L. Kremers
CRD#: 5497522
7200 South Alton Way, Suite A-210, Centennial, CO 80112

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.

3
Ronald W. Manning
CRD#: 4493368
32065 Castle Ct Suite 300, Evergreen, CO 80439

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.

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