Eagle Wealth Management Group Overview

  • Type
  • Wealth Management Firm
  • Founded
  • 2008
  • Professionals
  • 2

Eagle Wealth Management Group General Information


Eagle Wealth Management Group is a Wealth Management Firm based in Taylor, Texas. Established in the year 2008, it is an independently owned financial consulting firm with a dedication to personalized service to its clients. They offer securities through Concorde Investment Services, LLC (CIS), advisory services through Concorde Asset Management, LLC (CAM), and insurance products through Concorde Insurance Agency, Inc. (CIA). Eagle Wealth Management Group, LLC is independent of CIS, CAM, and CIA, all of whom are unaffiliated. The assets are managed by its executive management team.

Contact Information

Year Founded
Open To Secondaries
Open To First Time Founds
Institution Type
Wealth Management Firm
Primary Contact
00 00000000
Chief Executive Officer & Financial Advisor
+0 (000) 000-0000
Primary Office
  • 700 North Main Street
  • Taylor, TX 76574
  • United States
+1 (512) 000-0000
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Eagle Wealth Management Group Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Eagle Wealth Management Group Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Eagle Wealth Management Group Team (4)

Name Title Office
Bo McKinney Chief Executive Officer & Financial Advisor Taylor, TX
Mo McKinney President & Financial Advisor Taylor, TX
Anthony Alfred Director Taylor, TX
You’re viewing 3 of 4 team members. Get the full list »