Glen Eagle Wealth, LLC
Firm details
- Headquarters
- Kingston, New Jersey
- CRD number
- 124504
- Registered since
- May 13, 2003
- Website
- www.gleneagleadv.com
Firm profile
FINTRXOverview
Glen Eagle Wealth, LLC is organized as a limited liability company and, according to the available records, is owned by a domestic entity together with an individual. The firm's classification in the source dataset is listed as "Unclassified." The public profile provides minimal detail about business lines or client segments; the firm is not identified in the dataset as a capital allocator, an active ESG investor, a pension consultant, a multi-state adviser, or a related adviser. The information provided does not describe advisory offerings, fee structures, or investment philosophies. That limited disclosure constrains assessment of how the firm sources managers, constructs portfolios, or positions itself relative to other wealth advisers.
Assets & Accounts
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
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 15
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
FINTRXLocation
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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