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Eiger Wealth Management, LLC
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San Diego, California
$156.1 million AUM
1 office

Eiger Wealth Management, LLC is based in San Diego, California and has $156.1 million in assets under management.

Location
16835 West Bernardo Drive
Suite 120
San Diego, CA 92127
$156.1 million
AUM
4
Employees
AUM Share
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$156,072,074
Assets under management
260 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 24 $9,698,484 6% $404,104
High net worth individuals 35 $135,012,544 87% $3,857,501
Pension and profit sharing plans Fewer than 5 clients $10,772,921
Other corporations or businesses Fewer than 5 clients $588,125
Employees Share
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4
Employees
2
Investment analysts
50% of total employees
AUM per employee Share
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$156,072,074
Assets under management
$39,018,018
AUM per employee
$78,036,037
AUM per investment analyst
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Compensation

Eiger Wealth Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Eiger Wealth Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
Firm data Share
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CRD number 304,321
SEC number 801-116820
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date May 27, 2020

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