← Tributary

EISEN FINANCIAL SERVICES, INC.

· CRD 125668 · IAPD ↗ · 845-534-1075

$34.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2024 — EISEN FINANCIAL SERVICES, INC. (location n/a) left the SEC roster (was $34.1M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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