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EAGLE TAX PLANNING & ADVISORY GROUP.LLC
CRD 124875
106-04, 101 AVE, OZONE PARK, NY, 11416, United States
Phone
718-441-7011
Fax
718-441-7411
Registration
— (—)
Source
State registered
Total AUM
$7.0M
Discretionary AUM
$7.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsTAX PLANNING & TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $7.0M |
All web addresses on file
Official SEC filing: View on IAPD