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Home > Retirement Planners > new jersey > kingston > GLEN EAGLE ADVISORS, LLC
GLEN EAGLE ADVISORS, LLC
4422c Route 27
Kingston, New Jersey 08528-0399
Tel: 609-631-8231
About GLEN EAGLE ADVISORS, LLC
GLEN EAGLE ADVISORS, LLC, formally registered with the SEC as GLEN EAGLE ADVISORS, LLC. The firm was established in 03/10/2014. They have over 5 offices throughout the country.
GLEN EAGLE ADVISORS, LLC is a Kingston, New Jersey based Financial Planning firm with nearly $714,150,650 assets under management, offering retirement planning & investment advisory services to 3117 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282920 |
| SEC# | 801-79298 |
| Assets Managed by Firm | $714,150,650 |
| No. of Clients | 3117 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3117 | $714,150,650 |
| Individuals (other than high net worth individuals) | 2826 | $203,665,424 |
| High net worth individuals | 242 | $447,540,727 |
| Pension and profit sharing plans | 30 | $45,559,769 |
| Charitable organizations | 18 | $4,551,796 |
| Corporations or other businesses | 8 | $12,832,934 |
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