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Eubank, Hutson & Associates, LLC
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Plano, Texas
$118.5 million AUM
1 office

Eubank, Hutson & Associates, LLC is based in Plano, Texas and has $118.5 million in assets under management.

Location
5928 W. Parker Road
Suite 1100
Plano, TX 75093
$118.5 million
AUM
3
Employees
AUM Share
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$118,485,840
Assets under management
537 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 202 $50,526,592 43% $250,132
High net worth individuals 42 $67,959,248 57% $1,618,077
Employees Share
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3
Employees
2
Investment analysts
67% of total employees
AUM per employee Share
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$118,485,840
Assets under management
$39,495,280
AUM per employee
$59,242,920
AUM per investment analyst
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Compensation

Eubank, Hutson & Associates, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
Services offered

Eubank, Hutson & Associates, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 226,519
SEC number 801-96245
Legal structure Limited Liability Company
Legal governance Texas, United States
Latest ADV filing date April 28, 2020

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