Eab Investment Group, LLC

Overview

Eab Investment Group, LLC is an SEC registered investment adviser based in Bala Cynwyd, PA, registered since 2015. It reports $506M in assets under management across 1 accounts, with 4 employees. It has 4 investment adviser representatives.

Reported AUM

$506M

Discretionary

100%

Accounts

1

Employees

4

Advisory reps

4

Registered since

2015

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Investment Companies

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• James W Ryan President CRD 1658850
• Edward Allan Boll Non-Executive Chairman CRD 4771992
• William Joseph Visconto Chief Compliance Officer & Managing Member CRD 2603790

Advisory reps 3 of 4

• Edward Allan Boll Registered Rep · Investment Adviser Rep CRD 4771992
• Arnim Sanchez Holzer Investment Adviser Rep CRD 2443367
• James W Ryan Investment Adviser Rep CRD 1658850

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

150 Monument Rd Ste 207
Bala Cynwyd, PA 19004

County

Montgomery

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: eabinvestmentgroup.com

Every state, with registration dates

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