EAGLE WEALTH STRATEGIES

877 Kings Highway
Suite 300
West Deptford, New Jersey 08096
Tel: 856-845-4005

About EAGLE WEALTH STRATEGIES

EAGLE WEALTH STRATEGIES, formally registered with the SEC as EAGLE WEALTH STRATEGIES. The firm was established in 01/31/2023. They have over 1 offices throughout the country.

EAGLE WEALTH STRATEGIES is a West Deptford, New Jersey based Financial Planning firm with nearly $498,298,616 assets under management, offering retirement planning & investment advisory services to 1709 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323814
SEC#	801-127242
Assets Managed by Firm	$498,298,616
No. of Clients	1709
No. of Advisors	10

Fee Structure

A percentage of AUM
Other (CONSULTING FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING FEES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1709	$498,298,616
Individuals (other than high net worth individuals)	504	$168,941,093
High net worth individuals	114	$295,372,944
Charitable organizations	Fewer than 5 clients	$768,581
Corporations or other businesses	5	$33,215,998

More Retirement Planning firms in West Deptford, New Jersey:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in West Deptford, New Jersey

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.