GLEN EAGLE ADVISORS, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$302K
Accounts
3,401
Employees
21
Advisory reps
13

Firm details

Headquarters
KINGSTON, New Jersey
CRD number
282920
Registered since
March 10, 2014
Website
www.gleneagleadv.com
Custodians
INTERACTIVE BROKERS LLC, AQR INVESTMENTS, LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI65.77%
  • Individuals31.19%
  • Pension & Profit Sharing Plans1.84%
  • Corporations / Businesses0.86%
  • Charitable Organizations0.33%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Glen Eagle Advisors, LLC is an SEC-registered limited liability company that acts as a fee-based wealth manager and capital allocator for individuals, families and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses and institutions, and it provides selection-of-adviser services. Glen Eagle also operates as an insurance broker and lists broker-dealer and insurance company affiliations. Its client fee mix includes percentage-of-AUM and fixed-fee arrangements. The adviser does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Investment Grade Corp Bonds 15%, US Government Bonds 6%, Cash & Cash Equivalents 5%80%
  • Exchange Traded Equities80%
  • Investment Grade Corp Bonds15%
  • US Government Bonds6%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 4

  • ROBERT MICHEL

    President, Chief Investment OfficerCRD 5967668

  • CAROL ANN FERNANDEZ

    Chief Operating OfficerCRD 5948138

  • JAMES OBOYLE

    Chief Compliance OfficerCRD 7142888

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Contacts

3 of 9

  • Nicole Baptista

    Financial Services AssociateCRD 8037731

  • Margaret Gore

    Financial AdvisorCRD 5963509

  • KATHY ANNE LOBUE

    Financial AdvisoryCRD 3160198

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 467

Active vs passive

$512M in ETFs

Passive

86%

$441M

Active

11%

$71.2M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW)Wisdom TreePassiveLarge Blend$44.8M510,0778.75%
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Location

Primary office

KINGSTON, NJ

SOMERSET

Location

KINGSTON, NJ

Headquartered in KINGSTON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SOMERSET
Address
4422C Route 27
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth