Eagle Wealth Management Group Revenue
Financial Services • 
Taylor, Texas, United States • 1-10 Employees
Eagle Wealth Management Group revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Key Contact at Eagle Wealth Management Group
Bo Mckinney
CEO / Financial Advisor
Company overview
| Headquarters | 700 N. Main Street, Taylor, TX 76574, US |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Retirement Planning, Investment Management, 1031 Dst Tax Exchanges, 1033 Dst Tax Exchanges |
| Founded | 2008 |
| Employees | 1-10 |
| Socials |
Eagle Wealth Management Group Email Formats
Eagle Wealth Management Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@eaglewmg.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@eaglewmg.com | 100% |
About Eagle Wealth Management Group
EAGLE Wealth Management Group, LLC is an independently owned financial consulting firm with a dedication to personalized service to our clients. Our purpose: To enrich the lives of our clients by overseeing and coordinating their financial affairs so they can achieve their unique vision of the American Dream. At EAGLE Wealth Management Group, we have more than 75 years of combined dedicated personalized service to our clients. Because we are an independent firm, we have no obligation to sell proprietary products or services. This is the objectivity afforded by working with an independent financial advisor. We offer you timely, unbiased investment advice, and promise to do so with integrity and the highest level of service. Headquartered in Michigan, Concorde Holdings, Inc. is the parent company of Concorde Investment Services, LLC. Concorde Investment Services, LLC is a national securities broker-dealer registered with FINRA to solicit securities products in all 50 states and several territories. Concorde Investment Services, LLC is a subsidiary of Concorde Holdings, Inc. Concorde Asset Management, LLC, an SEC registered investment adviser and Concorde Insurance Agency, Inc, which is insurance licensed to solicit insurance products in over 30 states are also subsidiaries of Concorde Holdings, Inc. Additional information about Concorde can be found on its website at www.concordeis.com. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Eagle Wealth Management Group, LLC is independent of CIS, CAM and CIA., all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Eagle Wealth Management Group has never raised funding before.
Eagle Wealth Management Group Tech Stack
Discover the technologies and tools that power Eagle Wealth Management Group's digital infrastructure, from frameworks to analytics platforms.
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Norway
Netherlands
United Kingdom
Frequently asked questions
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