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Ean Equity Financial Services LLC (Millersville)


Ean Equity Financial Services LLC is an adviser based in Millersville. It manages $60.66 million of regulatory assets for 255 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Maryland and Virginia.

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Ean Equity Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ean Equity Financial Services: assets under management

The assets under management (AUM) of Ean Equity Financial Services LLC is $60.66 million. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $26.93 million in discretionary accounts and $33.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $196.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $285.81 thousand.
Ean Equity Financial Services has custody of $60.66 million in cash and securities for 80 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ean Equity Financial Services LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Millersville

The principal office where Ean Equity Financial Services LLC performs its advisory services is located at 8370 Veterans Highway, Millersville, MD 21108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 443-274-2302 or by fax 443-274-2304. The normal business hours are 9 am to 5 pm eastern on Monday - Friday. You can find more information about the New York firm at eanequityfinancialservicesllc.com.


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