Eton Advisors: An independent, registered investment advisory firm.
Location
Chapel Hill, NC, US
Founded
2009
Eton Advisors is an independent, registered investment advisory firm that operates as a multi-family office boutique. The firm specializes in serving ultra high-net-worth clients with sophisticated multi-generational wealth management and family office services. Eton Advisors is dedicated to providing unmatched service excellence through expert and unbiased counsel, ensuring that their clients receive the highest caliber of professional advice.
The firm's investment philosophy centers on trust and long-term relationships, offering personalized financial strategies tailored to the unique needs of each family they serve. Eton Advisors' team of seasoned professionals brings extensive experience and a commitment to maintaining the highest standards of service. While specific portfolio companies and key partners are not highlighted, the firm’s focus on bespoke wealth management solutions underscores its value-add services, which include comprehensive financial planning, investment management, and estate planning.
Eton Advisors - Classification
Also Known As
Eton Advisors, LP
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
ISIC
7490Other professional, scientific and technical activities n.e.c.
Show 10 more industry codes
NAICS
540000Professional, Scientific, and Technical Services
541611Administrative Management and General Management Consulting Services
541618Other Management Consulting Services
541000Professional, Scientific, and Technical Services
541600Management, Scientific, and Technical Consulting Services
541610Management Consulting Services
SIC
8748Business Consulting Services, Not Elsewhere Classified
8700Engineering, Accounting, Research, Management, And Related Services
