← Tributary

ESHEL BOT

BURLINGTON, MA · CRD 340187 · IAPD ↗ · eshelspring.com · 781-518-8660

$0Regulatory AUM
3Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
March 2026 — ESHEL BOT (BURLINGTON, MA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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