Eagle Strategies LLC

RIASEC RegisteredEst. 1988

Total AUM

$32B

Discretionary

$1.7B

5% of AUM

Avg account

$239K

Accounts

133,900

Employees

3,190

Advisory reps

2,468

Firm details

Headquarters: New York, New York
CRD number: 110826
Registered since: October 14, 1988
Website: www.eaglestrategies.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals53.37%
HNWI44.16%
Corporations / Businesses2.28%
Charitable Organizations0.19%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Eagle Strategies LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 1988. The firm serves a mix of individual and family clients and institutional relationships, offering fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Core advisory capabilities listed on its ADV include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and client education through publications and workshops. The firm is not identified as an active ESG investor and is not described as a capital allocator. Its regulatory and industry footprint extends beyond pure advisory work: filings indicate affiliations or related activities with broker-dealers, other investment advisers, commodity pool operators/CTAs, trust companies, accounting and law firms, insurance companies, and sponsors or general partners of pooled investment vehicles.