Eagil Financial Services

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Woodcliff Lake, New Jersey
CRD number
139375
Fee structure
Other

Firm profile

FINTRX

Overview

Eagil Financial Services is an individually owned corporate adviser operating as an institutional RIA while also functioning as a registered representative of a broker-dealer and an insurance broker. The firm’s public profile emphasizes intermediary and product-distribution roles more than acting as a traditional discretionary capital allocator: its record lists “Capital Allocator: No” and its fee structure is recorded as “Other,” without further detail. The firm is not designated as a multi-state adviser, does not position itself as an active ESG investor, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Laurie Runyon

    Chief Financial OfficerCRD 3015965

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Woodcliff Lake, NJ

Bergen

Location

Woodcliff Lake, NJ

Headquartered in Woodcliff Lake, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Bergen
Address
50 Tice Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth