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EAGLE TAX PLANNING & ADVISORY GROUP.LLC

Advisory

OZONE PARK, NY

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in NY
#5,362
of 5,722 advisers by AUM
Average account
$86K
across 81 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
81
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients81
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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0.0% 1Y
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