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Eames Financial (Morristown)


Eames Financial is a large advisory firm based in Morristown. It manages $63.5 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of New Jersey, Pennsylvania, and Vermont.




Eames Financial provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eames Financial: assets under management

The assets under management (AUM) of Eames Financial is $63.5 million. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.35 million in discretionary accounts and $61.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.35 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.13 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eames Financial for their services and products based on a percentage of assets under management. 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.

Based in Morristown

The principal office where Eames Financial performs its advisory services is located at 2 Twombly Court, Morristown, NJ 07960, 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 973-539-2855 or by fax 973-539-2855. The normal business hours are 9:00am - 6:00pm on Monday - Friday.


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