Eichelberger Griesser Eddy & Alms Inc (Columbia)


Eichelberger Griesser Eddy & Alms Inc is a large advisory firm based in Columbia. It manages $95.4 million of regulatory assets for 473 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware, District of Columbia, Florida, and 5 other states.

Eichelberger Griesser Eddy & Alms provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eichelberger Griesser Eddy & Alms: assets under management

The assets under management (AUM) of Eichelberger Griesser Eddy & Alms Inc is $95.4 million. The firm's AUM has gone down by -57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $95.3 million in discretionary accounts and $100.25 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $212.25 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.18 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eichelberger Griesser Eddy & Alms Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Eichelberger Griesser Eddy & Alms Inc

James Kurz Eichelberger has been acting as President since 1 Jan 1992. Shaun Eddy joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
James Kurz Eichelberger President 1 Jan 1992 25% - 50% 1854268
James Mark Griesser Vice president 1 Jan 1992 Other 1830999
Shaun Eddy Vice president 1 May 1992 Other 1983133
Stephen Paul Alms Vice president 1 Apr 1998 25% - 50% 3038135
Shaun Eddy Chief compliance officer 1 Sep 2004 25% - 50% 1983133

Based in Columbia

The principal office where Eichelberger Griesser Eddy & Alms Inc performs its advisory services is located at 7300 Grace Drive, Columbia, MD 21044, which is also the mailing address of the firm. An additional office of the firm is in Salisbury, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-988-9494 or by fax 443-535-0313. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.egeainc.com.

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