Eagle Wealth Management Group Overview

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

Eagle Wealth Management Group General Information

Description

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
2008
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Wealth Management Firm
Primary Contact
00 00000000
Title
Chief Executive Officer & Financial Advisor
Email
0000000000@00000000.000
Phone
+0 (000) 000-0000
Primary Office
  • 700 North Main Street
  • Taylor, TX 76574
  • United States
+1 (512) 000-0000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

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.

Request a free trial
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.

Request a free trial
  • 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 »