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, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm works primarily with individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its revenue model includes percentage-of-AUM fees along with hourly and fixed-fee arrangements. Eagle Financial Strategies also operates as an insurance broker as part of its business activities. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
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
Vice PresidentCRD 6647418
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$156M in ETFs
89%
$139M
11%
$16.6M
| 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 | $19.5M | 164,264 | 12.56% |
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
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