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 independent registered investment adviser that registered with the SEC in 2014. The firm operates as a limited liability company and combines advisory services with insurance brokerage capabilities. Its client mix includes individual and family clients as well as institutional relationships, and its advisory services cover financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of outside advisers. Glen Eagle presents itself as a capital allocator, charging clients via a percentage-of-assets model and through fixed fees. The firm does not describe itself 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
Susan Michel
Chief Executive OfficerCRD 1680859
Carol Ann Fernandez
Chief Operating OfficerCRD 5948138
Contacts
3 of 10
Charles Naddaff
Financial AdvisorCRD 5939059
Margaret Gore
Financial AdvisorCRD 5963509
Jay Lipschutz
Financial AdvisorCRD 5374990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 486Active vs passive
$574M in ETFs
87%
$496M
11%
$77.4M
| 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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