Eagle Bluffs Wealth Management

Finance · Missouri, United States · 1-10 Employees

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Overview

Headquarters

2201 Old 63 S, Columbia, Missouri, 65201...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
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1
1
1

About Eagle Bluffs Wealth Management

Eagle Bluffs Wealth Management offers concierge-style wealth management and financial planning services, focusing on building close relationships with individuals, families, and corporations seeking to protect and grow their wealth. As a Registered Investment Advisor, the firm adheres to a fiduciary standard, ensuring that it acts in the best interest of its clients at all times. With asset protection provided by Schwab, the company combines the capabilities of a large global platform with the independence of an unbiased advisory firm. Their services are designed to help clients define and achieve their financial goals through personalized consultations.Explore more
Eagle Bluffs Wealth Management's Social MediaPopular SearchesEagle Bluffs Wealth ManagementEagle Bluffs Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Eagle Bluffs Wealth Management Org Chart

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NT
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Founder & Chief Investment Officer

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ER
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Portfolio Manager, Fixed Income

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AL
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Wealth Management Administrator

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JM
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Wealth Advisor

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JH
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Wealth Advisor

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Compare Similar Companies to Eagle Bluffs Wealth Management

Compare insights from companies similar to Eagle Bluffs Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Eagle Bluffs Wealth Manag...

<$5M
1-10
Private
-
-
NT
Nicholas ThurwangerFounder & Chief Investment Officer
$5.1M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2011
DV
David ValentiPortfolio Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Eagle Bluffs Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Eagle Bluffs Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Eagle Bluffs Wealth Management.

Eagle Bluffs Wealth Management Tech Stack

A closer look at the technologies used by Eagle Bluffs Wealth Management

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Frequently Asked Questions Regarding Eagle Bluffs Wealth Management

What is Eagle Bluffs Wealth Management's official website?
Eagle Bluffs Wealth Management's official website is www.eaglebluffs.com
What is Eagle Bluffs Wealth Management's Revenue?
Eagle Bluffs Wealth Management's revenue is <$5 Million
What is Eagle Bluffs Wealth Management's SIC code?
Eagle Bluffs Wealth Management's SIC: 62,628
What is Eagle Bluffs Wealth Management's NAICS code?
Eagle Bluffs Wealth Management's NAICS: 52,523
How many employees does Eagle Bluffs Wealth Management have?
Eagle Bluffs Wealth Management has 1-10 employees
What industry does Eagle Bluffs Wealth Management belong to?
Eagle Bluffs Wealth Management is in the industry of: Finance, Securities Trading
What is Eagle Bluffs Wealth Management competition?
Eagle Bluffs Wealth Management top competitors include: Selkirk Wealth Advisors, O'keeffe Financial Partners, Stockade Wealth Management, Burnette Financial Planning
What technology does Eagle Bluffs Wealth Management use?
Some of the popular technologies that Eagle Bluffs Wealth Management uses are: Squarespace Online Stores, Adobe Typekit, YouTube, Google Workspace
What does Eagle Bluffs Wealth Management do?

Eagle Bluffs Wealth Management offers concierge-style wealth management and financial planning services, focusing on building close relationships with individuals, families, and corporations seeking to protect and grow their wealth. As a Registered Investment Advisor, the firm adheres to a fiduciary standard, ensuring that it acts in the best inter... est of its clients at all times. With asset protection provided by Schwab, the company combines the capabilities of a large global platform with the independence of an unbiased advisory firm. Their services are designed to help clients define and achieve their financial goals through personalized consultations.Read More

What are Eagle Bluffs Wealth Management social media links?
Eagle Bluffs Wealth Management Linkedin page
Is Eagle Bluffs Wealth Management a public company?
Eagle Bluffs Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Eagle Bluffs Wealth Management

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