EAGLESON ARNDT FINANCIAL ADVISORS, LLC
Legal name: EAGLESON ARNDT FINANCIAL ADVISORS
CRD #134098 SEC #801-132373 THOUSAND OAKS, CA 805-496-8450
SEC Registered
Total AUM
$121.3M
Discretionary
$121.3M
Employees
2
Clients
101
Accounts
398
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARNDT, VICTORIA, EAGLESON | I | OWNER / CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
100 E. THOUSAND OAKS BLVDSUITE 174
THOUSAND OAKS, CA 91360
United States
Phone: 805-496-8450