Eagleeye Asset Management, LLC (Plymouth)


Eagleeye Asset Management, LLC is a large advisory firm based in Plymouth. It manages $53.72 million of regulatory assets for 123 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Massachusetts and New Hampshire.

Eagleeye Asset Management provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eagleeye Asset Management: assets under management

The assets under management (AUM) of Eagleeye Asset Management, LLC is $53.72 million. The firm's AUM has grown by 68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.95 million in discretionary accounts and $40.77 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $370.08 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $463.31 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eagleeye Asset Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Plymouth

The principal office where Eagleeye Asset Management, LLC performs its advisory services is located at 33 East Bay Lane, Plymouth, MA 02360, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-801-1970 or by fax 508-591-7925. The normal business hours are by appointment on Other.