Eton Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

5915 Farrington Rd Ste 202, Chapel Hill,...

Phone Number

(919) 442-1550

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
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2
1
1
1

About Eton Advisors

Eton Advisors is an independent Multi-Family Office boutique that specializes in sophisticated wealth management and family office services for ultra high-net-worth clients. The firm is dedicated to providing customized solutions that meet the unique needs and aspirations of prosperous families across North America. Eton's experienced professionals offer expert, unbiased advice and a goals-based investment philosophy aimed at maximizing returns while minimizing risks. Their comprehensive services include wealth structuring, investment consulting, and ongoing performance monitoring to ensure alignment with clients' financial objectives.Explore more
Eton Advisors's Social MediaPopular SearchesEton AdvisorsEton Advisors LPEton Advisors Group LLCEton Advisors GroupEton Associates LLCSIC Code 62,628NAICS Code 52,523Show more

Eton Advisors Org Chart

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WP
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Founding Partner, Chief Investment Officer

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AP
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Executive Assistant To Chief Executive Office...

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BD
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Partner, Senior Portfolio Manager

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CM
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Wealth Management Associate

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GH
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Investment Associate

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AC
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Wealth Management Administrator

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TE
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Founding Partner

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SW
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Wealth Management Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Eton Advisors

<$5M
11-50
Private
-
2009
WP
W. ParhamFounding Partner, Chief Investment Officer
$7.7M
11-50
Private
-
1988
TF
Theresa FanningChief Operating Officer
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2008
GD
Guy-Max DelphinFounder & Chief Investment Officer
<$5M
1-10
Private
-
2011
RW
Richard WelchPresident & Wealth Advisor & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Eton Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Eton Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Eton Advisors.

Eton Advisors Tech Stack

A closer look at the technologies used by Eton Advisors

Eton Advisors News & Media

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Frequently Asked Questions Regarding Eton Advisors

What is Eton Advisors's official website?
Eton Advisors's official website is www.etonadvisors.com
What is Eton Advisors's Revenue?
Eton Advisors's revenue is <$5 Million
What is Eton Advisors's SIC code?
Eton Advisors's SIC: 62,628
What is Eton Advisors's NAICS code?
Eton Advisors's NAICS: 52,523
How many employees does Eton Advisors have?
Eton Advisors has 11-50 employees
What industry does Eton Advisors belong to?
Eton Advisors is in the industry of: Finance, Securities Trading
What is Eton Advisors competition?
Eton Advisors top competitors include: Delphin Investments, Evanson Asset Management, Academy Wealth Advisers, Journey Capital Advisers
What companies has Eton Advisors acquired?
Eton Advisors has acquired the companies: Loring Ward, The Colony Group, Harvest Capital, Resnick Advisors
What technology does Eton Advisors use?
Some of the popular technologies that Eton Advisors uses are: WordPress.org, PHP, Cloudflare Website Optimization, Cloudflare CDN
How do I contact Eton Advisors?
Eton Advisors contact info: Phone number: (919) 442-1550 Website: www.etonadvisors.com
What does Eton Advisors do?

Eton Advisors is an independent Multi-Family Office boutique that specializes in sophisticated wealth management and family office services for ultra high-net-worth clients. The firm is dedicated to providing customized solutions that meet the unique needs and aspirations of prosperous families across North America. Eton's experienced professionals... offer expert, unbiased advice and a goals-based investment philosophy aimed at maximizing returns while minimizing risks. Their comprehensive services include wealth structuring, investment consulting, and ongoing performance monitoring to ensure alignment with clients' financial objectives.Read More

What are Eton Advisors social media links?
Eton Advisors Linkedin page Eton Advisors Twitter page
Is Eton Advisors a public company?
Eton Advisors is private company therefore does not currently have an official ticker symbol
See more information about Eton Advisors

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