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

2,436

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 a long-established advisory firm that serves individual, family and institutional clients through financial planning, portfolio management and related advisory services. The firm charges clients through a mix of percentage-of-AUM, hourly and fixed-fee arrangements and supplements portfolio work with educational seminars, periodical publications and selection-of-other-adviser services. Eagle Strategies is not classified as an active ESG investor according to the filing and is identified as a limited liability company formed and registered as an investment adviser in 1988. The firm’s advisory activities span direct portfolio management for individuals and small businesses, pension consulting and the selection and oversight of outside managers. Industry affiliations noted in filings include relationships with broker-dealers, trust companies, insurance firms, accounting and law firms and roles as sponsor or manager of pooled investment vehicles, which supports a multi-faceted service model beyond pure discretionary investment management.