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EAMES FINANCIAL

· CRD 118961 · IAPD ↗ · 973-539-2855

$179.5MRegulatory AUM
1Advisory reps
1Employees
50Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — EAMES FINANCIAL reported RAUM up 31% ($150.0M -> $196.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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