EAGLE FINANCIAL STRATEGIES
Firm details
- Headquarters
- BANGOR, Maine
- CRD number
- 138825
- Registered since
- February 24, 2021
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.28%
- Individuals39.03%
- Pension & Profit Sharing Plans4.17%
- Corporations / Businesses0.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Eagle Financial Strategies is an independent registered investment adviser organized as a corporation and owner-operated. The firm serves individual and family clients and combines advisory services—financial planning, portfolio management for individuals and small businesses, and pension consulting—with insurance brokerage. Its billing is a mix of asset-based fees, hourly charges and fixed fees. Eagle is not positioned as a capital allocator or multi-state pension consultant and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
3 of 3David Robbins
Investment Advisor RepresentativeCRD 2593301
RICHARD NICKERSON
Registered Investment AdvisorCRD 3245645
ANDREW NICKERSON
Financial AdvisorCRD 6647418
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$141M in ETFs
88%
$125M
12%
$16.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $16.5M | 168,173 | 11.65% |
Location
BANGOR, ME
PENOBSCOT
Location
BANGOR, ME
Headquartered in BANGOR, ME, in the Northeast of the United States.
- Region
- Northeast
- County
- PENOBSCOT
- Address
- 1 Cumberland Pl
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
OLDFIELD WEALTH PARTNERS
RIABANGOR, ME
BIRCHBROOK
RIABANGOR, ME
NICHOLS INVESTMENT MANAGEMENT
RIABANGOR, ME
WARREN FINANCIAL, LLC
RIABANGOR, ME
MEANS WEALTH MANAGEMENT
RIABANGOR, ME
STEELE STREET CAPITAL LLC
RIAKITTERY, ME