EAGIL FINANCIAL SERVICES

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
WOODCLIFF LAKE, New Jersey
CRD number
139375
Fee structure
Other

Firm profile

FINTRX

Overview

Eagil Financial Services operates as a corporation owned by an individual and functions primarily through broker-dealer and insurance-broker channels. Its regulatory classification in the source data is unclassified, and it is not identified as a capital allocator or a multi-state adviser. The firm is listed as a registered representative of a broker-dealer and as an insurance broker, and it reports industry affiliations with accounting and insurance-company entities. The firm is not flagged as an active ESG investor. Fee structure is coded as “Other,” and the firm’s profile and business activities point toward transactional and insurance-distribution workflows rather than a traditional fee-only, asset-management model.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

1 of 1
  • Laurie Runyon

    Chief Financial OfficerCRD 3015965

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WOODCLIFF LAKE, NJ

BERGEN

Location

WOODCLIFF LAKE, NJ

Headquartered in WOODCLIFF LAKE, 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
BERGEN
Address
50 Tice Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth