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E•••••• G••••, INC., CRD 333195
BOISE, ID
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| D••••• L•• R••••• | Certified Financial Planner|Chartered Financial Consultant | BOISE, ID | 1 | 39 | 3 | no |
| N•••• L•••• K••• | n/a | BOISE, ID | 1 | 12 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| L••••••• E••••••••• R••• | Cco | Na | yes | 09/2024 | Sep 4, 2024 | Nov 7, 2024 |
| R•••••• D•••••• L•• | Owner | E | yes | 09/2024 | Sep 4, 2024 | Nov 7, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 30, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 20.0% | 0 | 0 | 0 | 5 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $265M | $102M | 159.7% | n/a | n/a | 5 | 6 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| A•••• P•••• A••••••• | 3 | Nov 8, 2024 | Nov 12, 2024 | BOISE, ID | Team lift out | Ibd to new firm | 1.8% |
| no |
| E•••••••• R••• L•••••• | n/a | BOISE, ID | 1 | 10 | 2 | yes |
| D••••• W••• F•••• | n/a | BOISE, ID | 0 | 18 | 2 | no |
| J•••• K••• R•••••• | n/a | BOISE, ID | 0 | 11 | 1 | no |
| $173M |
| 5 |
| 5 |
| 0 |
| n/a |
| n/a |
| 2024 | Jan 16, 2025 | $102M | $102M | 6 | 4 | 0 | n/a | n/a |