Eagle Capital International LLC is a large advisory firm based in Greenwich. It manages $139.69 million of regulatory assets for 198 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut and Massachusetts.
Eagle Capital International provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eagle Capital International LLC is $139.69 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Eagle Capital International LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Eagle Capital International LLC performs its advisory services is located at 9 Greenwich Office Park, Greenwich, CT 06831, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-661-6616 or by fax 203-661-5029. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.