← Tributary

EAN EQUITY FINANCIAL SERVICES LLC

· CRD 117064 · IAPD ↗ · 410-340-4973

$144.7MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2024 — EAN EQUITY FINANCIAL SERVICES LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.