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EAGLE STRATEGIES LLC
CRD 110826 · SEC 801-32987
51 MADISON AVENUE, 12TH FLOOR, NEW YORK, NY, 10010, United States
Phone
(888) 695-3245
Fax
(855) 452-4894
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$32.04B
Discretionary AUM
$1.70B
Team
3190 total employees; 2463 advisory reps; 6662 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105597 | $17.10B |
| High net worth individuals | 27125 | $14.15B |
| Charitable organizations | 286 | $60.9M |
| Corporations/business entities | 892 | $731.0M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD