E&A Investment Advisory Inc (Roseville)

Name: E&A Investment Advisory Inc
Address: 3300 Douglas Blvd Ste 420, Roseville, CA, 95661
Telephone: 916-786-7626

E&A Investment Advisory Inc is a large advisory firm based in Roseville. It manages $87.3 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

E&A Investment Advisory provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

E&A Investment Advisory: assets under management

The assets under management (AUM) of E&A Investment Advisory Inc is $87.3 million. The firm's AUM has grown by 75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $19.06 million in discretionary accounts and $68.24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $353.03 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $399.05 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay E&A Investment Advisory Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at E&A Investment Advisory Inc

Kim Linnea Fosserickson has been acting as President since 1 Sep 1999. Kim Linnea Foss Erickson joined the executive team most recently as the President, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kim Linnea Fosserickson	President	1 Sep 1999	75% - 100%	1188425
Kim Linnea Foss Erickson	President, chief compliance officer	1 Sep 1999	75% - 100%	1188425

Based in Roseville

The principal office where E&A Investment Advisory Inc performs its advisory services is located at 3300 Douglas Blvd Ste 420, Roseville, CA 95661, 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 916-786-7626 or by fax 916-773-3287. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.eaadvisory.com.