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Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Glen Eagle Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$271K average
Assets Under Management
$880.5M

Fee Structure

Minimum Investment:$15K

Location

4422C Route 27, Kingston, NJ, 08528-0399

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Glen Eagle Wealth, LLCBroker
February 2025 - Present · 1 yr
Glen Eagle Advisors, LLC
January 2025 - Present · 1 yr 1 mo
State Registrations3 states
NJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.