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

2,460

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 an independent, SEC-registered advisory firm organized as an LLC and in operation since 1988. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, published client communications and educational seminars. Its fees are charged on a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Eagle Strategies does not describe itself as an active ESG investor and is not listed as a capital allocator. The firm maintains a broader set of industry relationships and activities beyond pure advisory work: disclosed affiliations include broker-dealers, other investment advisers, CPO/CTA roles, trust company relationships, accounting and law firm ties, insurance company connections and sponsor or GP roles related to private pooled vehicles and limited partnerships. Those affiliations support its manager selection and client-service capabilities.