Glen Eagle Advisors, LLC
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
FINTRXOverview
Glen Eagle Advisors, LLC is an SEC-registered RIA that acts as a capital allocator for both individual/family clients and institutional accounts. Organized as an LLC and active since 2014, the firm combines advisory services with insurance brokerage capabilities. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, and selection of outside managers. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- 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
Contacts
3 of 9
Nicole Baptista
Financial Services AssociateCRD 8037731
Margaret Gore
Financial AdvisorCRD 5963509
Kathy Anne Lobue
Financial AdvisoryCRD 3160198
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 487Active vs passive
$574M in ETFs
87%
$496M
11%
$77.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $51.6M | 540,005 | 9.00% |
Location
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
- 4422 C Route 27
- Time zone
- ET (UTC-5)
- Office locations
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