EAGLE TAX PLANNING & ADVISORY GROUP.LLC

EAGLE TAX PLANNING & ADVISORY GROUP.LLC of OZONE PARK, NY is an SEC-registered investment adviser (CRD 124875). Regulatory assets under management: $7.0M.

Registration

• CRD: 124875
• Type: Registered investment adviser
• Location: 106-04, 101 AVE, OZONE PARK, NY, 11416
• Phone: 718-441-7011
• Latest filing: 2026-03-09
• Regulatory AUM: $7.0M
• Discretionary AUM: $7.0M
• Clients: 1
• Accounts: 81

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124875 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search