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Eaglestone Wealth Advisors
Eaglestone Wealth Advisors was established in 2007. It operates as a registered investment advisor providing services to individuals, nonprofits and other...
Overview
Eaglestone Wealth Advisors was established in 2007. It operates as a registered investment advisor providing services to individuals, nonprofits and other entities. The firm delivers investment advisory, tax preparation and wealth planning. No specific asset classes, portfolio companies or geographic deployments beyond the headquarters location are recorded. No team size, additional offices or adjacent vehicles are disclosed. No operational events from the last 24 months appear in available records. The firm functions as a standard wealth manager without documented hybrid structures, co-investor clubs or succession details that differentiate it from other RIAs.
General information
Firm type
Bank / Wealth / Trust
Year founded
2007
Location
Region
North America
Country
United States
City
Rockville
Corporate office
Rockville, MD, United States
Frequently asked questions
Who runs investment decisions at Eaglestone Wealth Advisors?
No named principals or investment committee members are disclosed in available records.
Does Eaglestone Wealth Advisors participate in fund commitments or only direct deals?
Available information does not specify fund commitments versus direct investments.
What investment stages does Eaglestone Wealth Advisors typically target?
No information on investment stages is recorded.
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