ESHBACH RETIREMENT PLANNING
CRD #111495 SEC #801-60316 BAYTOWN, TX 281-428-2712
SEC Registered
Total AUM
$39.2M
Discretionary
$39.2M
Employees
10
Clients
101
Accounts
134
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 24, 2001
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ESHBACH, JAY, MORGAN | I | OWNER | E | Control |
Registrations
Federal
IA
May 24, 2001 REGISTERED
Notice Filings (4)
FL OH TN TX
Address
311 W. BAKERBAYTOWN, TX 77521
USA
Phone: 281-428-2712