Bank / Wealth / TrustRIA · CRD 118961SEC-Registered

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Eames Financial

Eames Financial is an SEC-registered investment adviser since 1994. The firm manages $180 million in regulatory assets. It has one employee and one investment...

Eames Financial logo

Eames Financial

Eames Financial is an SEC-registered investment adviser since 1994. The firm manages $180 million in regulatory assets. It has one employee and one investment adviser.

General information

Firm type

Bank / Wealth / Trust

Year founded

1994

Location

Region

North America

Country

United States

City

Florham Park

Corporate office

Florham Park, NJ, United States

Frequently asked questions

What is the regulatory structure of Eames Financial?

Eames Financial operates as a trust company or bank-affiliated wealth manager under state or federal banking charter, which imposes fiduciary obligations — including the duty of loyalty and prudent investor standards — that exceed the suitability standard applied to broker-dealers. This structure allows the firm to act as a corporate trustee, executor, or guardian for client estates, per the public record of its business classification.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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