EAGLE FINANCIAL STRATEGIES

One Cumberland Place
Suite 204
Bangor, Maine 04401
Tel: 207-989-5522

About EAGLE FINANCIAL STRATEGIES

EAGLE FINANCIAL STRATEGIES, formally registered with the SEC as EAGLE FINANCIAL STRATEGIES. The firm was established in 02/24/2021. They have over 1 offices throughout the country.

EAGLE FINANCIAL STRATEGIES is a Bangor, Maine based Financial Planning firm with nearly $129,696,230 assets under management, offering retirement planning & investment advisory services to 497 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	138825
SEC#	801-120376
Assets Managed by Firm	$129,696,230
No. of Clients	497
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	497	$129,696,230
Individuals (other than high net worth individuals)	261	$58,587,001
High net worth individuals	35	$65,223,322
Pension and profit sharing plans	Fewer than 5 clients	$5,303,527
Corporations or other businesses	Fewer than 5 clients	$582,380

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MEANS WEALTH MANAGEMENT 802 Stillwater Ave. Bangor, ME, 04401-3614	$976,990,954	3038	21
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