Eaglestone Wealth Advisors Inc
Legal Name: EAGLESTONE WEALTH ADVISORS, INC.
Full Contact Details
Eaglestone Wealth Advisors Inc
1101 WOOTTON PARKWAY, SUITE 400, ROCKVILLE, MD
301-924-2160
202-204-6322
Other Info
Eaglestone Wealth Advisors, legally known as EAGLESTONE WEALTH ADVISORS, INC., is a Maryland Corporation that has been approved by the SEC (U.S. Securities and Exchange Commission) since July 13, 2007. Employing 10 people, 7 of which serve as advisors, the number of clients they serve is currently unknown.
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Direct Owners
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JAMES DALE WARRING
FOUNDER & CEO owns 75% or more
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JOSEPH LAGER
SHAREHOLDER owns less than 5%
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JOSEPH WILLIAM KANTAKEVICH
DIRECTOR OF INVESTMENTS & PORTFOLIO MANAGEMENT owns less than 5%
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TARUN MEHTA
PRESIDENT/CHIEF COMPLIANCE OFFICER owns less than 5%