AdvisorRanked
100
Clean

EAGLE POINT INCOME MANAGEMENT LLC

600 STEAMBOAT ROAD, GREENWICH, CT 6830
Fiduciaryfee-onlySEC Registered
203-340-8500 CRD #299198
$458M
Assets Managed
10
Clients
66
Employees
8
Years Active
since 2018

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46108. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 8 years.

Firm Details

Legal NameEAGLE POINT INCOME MANAGEMENT LLC
CRD Number#299198
SEC RegisteredYes
Registration Date2018-10-12
States RegisteredCT
Assets Under Management$458M
Number of Clients10
Employees66
Compensation Typefee-only
Last ADV Filing46108

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Frequently Asked Questions

Is EAGLE POINT INCOME MANAGEMENT LLC a fiduciary?

Yes. EAGLE POINT INCOME MANAGEMENT LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does EAGLE POINT INCOME MANAGEMENT LLC charge clients?

EAGLE POINT INCOME MANAGEMENT LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does EAGLE POINT INCOME MANAGEMENT LLC have any complaints?

No. EAGLE POINT INCOME MANAGEMENT LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 8 years of operation.

How does EAGLE POINT INCOME MANAGEMENT LLC compare to other advisors in GREENWICH?

EAGLE POINT INCOME MANAGEMENT LLC has a Red Flag Score of 100/100. There are 136 registered advisory firms in GREENWICH. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46108. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.