EAGLE FINANCIAL MANAGEMENT SERVICES, LLC
CRD #138858 SEC #801-65727 SHREVEPORT, LA 318.675.0826
SEC Registered
Total AUM
$98.6M
Discretionary
$81.2M
Employees
4
Clients
0
Accounts
588
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2014 | $72.4M | $63.2M | $9.2M | 3 | 300 |
| May 2014 | $72.4M | $63.2M | $9.2M | 3 | 300 |
| Apr 2014 | $72.4M | $63.2M | $9.2M | 3 | 300 |
| Apr 2014 | $72.4M | $63.2M | $9.2M | 3 | 300 |
| Mar 2014 | $72.4M | $63.2M | $9.2M | 3 | 300 |
| Mar 2013 | $98.6M | $81.2M | $17.4M | 4 | 300 |
| Mar 2012 | $100.6M | $80.9M | $19.6M | 1 | 300 |
| Nov 2010 | $84.2M | $69M | $15.3M | 5 | -- |
| Mar 2010 | $84.2M | $69M | $15.3M | 5 | -- |
| Mar 2009 | $85.4M | $68.8M | $16.6M | 5 | -- |
| Mar 2008 | $58.5M | $46M | $12.5M | 5 | -- |
| Mar 2007 | $40.7M | $20.7M | $20M | 5 | -- |
| Jan 2007 | $34.7M | $14.8M | $19.9M | 5 | -- |
| Dec 2005 | $0 | $0 | $0 | 5 | -- |
DateJun 2014
Total AUM$72.4M
Discretionary$63.2M
Non-Disc.$9.2M
Employees3
Clients300
DateMay 2014
Total AUM$72.4M
Discretionary$63.2M
Non-Disc.$9.2M
Employees3
Clients300
DateApr 2014
Total AUM$72.4M
Discretionary$63.2M
Non-Disc.$9.2M
Employees3
Clients300
DateApr 2014
Total AUM$72.4M
Discretionary$63.2M
Non-Disc.$9.2M
Employees3
Clients300
DateMar 2014
Total AUM$72.4M
Discretionary$63.2M
Non-Disc.$9.2M
Employees3
Clients300
DateMar 2013
Total AUM$98.6M
Discretionary$81.2M
Non-Disc.$17.4M
Employees4
Clients300
DateMar 2012
Total AUM$100.6M
Discretionary$80.9M
Non-Disc.$19.6M
Employees1
Clients300
DateNov 2010
Total AUM$84.2M
Discretionary$69M
Non-Disc.$15.3M
Employees5
Clients--
DateMar 2010
Total AUM$84.2M
Discretionary$69M
Non-Disc.$15.3M
Employees5
Clients--
DateMar 2009
Total AUM$85.4M
Discretionary$68.8M
Non-Disc.$16.6M
Employees5
Clients--
DateMar 2008
Total AUM$58.5M
Discretionary$46M
Non-Disc.$12.5M
Employees5
Clients--
DateMar 2007
Total AUM$40.7M
Discretionary$20.7M
Non-Disc.$20M
Employees5
Clients--
DateJan 2007
Total AUM$34.7M
Discretionary$14.8M
Non-Disc.$19.9M
Employees5
Clients--
DateDec 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--