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Chief Compliance Officer · Eagle Wealth Management Group Inc.

Joann K. Eagle

CRD 5750218 · Named on Form ADV at one SEC-registered adviser

At a glance

Eagle Wealth Management Group Inc., an SEC-registered wealth manager based in Valencia, CA with $418 million in regulatory assets, lists Joann K. Eagle on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Joann’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joann’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.