Englebert Financial Advisers, LLC

RIASEC RegisteredEst. 2024

Total AUM

$157M

Discretionary

$157M

100% of AUM

Avg account

$255K

Accounts

615

Employees

Advisory reps

Firm details

Headquarters: Allentown, Pennsylvania
CRD number: 300568
Registered since: June 18, 2024
Website: englebertfinancialadvisers.com
Custodians: CHARLES SCHWAB & CO., INC., NEWEDGE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI37.59%
Individuals35.88%
State / Municipal Government20.82%
Corporations / Businesses5.25%
Charitable Organizations0.46%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Englebert Financial Advisers, LLC is an independent SEC-registered investment adviser that operates as a limited liability company and is owned by an individual. The firm describes itself as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars and workshops. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor and is not organized as a multi-state or related adviser.