EAGLESON ARNDT FINANCIAL ADVISORS, LLC

EAGLESON ARNDT FINANCIAL ADVISORS, LLC of THOUSAND OAKS, CA is an SEC-registered investment adviser (CRD 134098). Regulatory assets under management: $106.6M.

Registration

• CRD: 134098
• SEC file number: 801-132373
• Type: Registered investment adviser
• Location: 100 E. THOUSAND OAKS BLVD, SUITE 174, THOUSAND OAKS, CA, 91360
• Phone: 805-496-8450
• Latest filing: 2026-05-11
• Regulatory AUM: $106.6M
• Discretionary AUM: $106.6M
• Clients: 1
• Accounts: 307

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134098 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search