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GLEN EAGLE ADVISORS, LLC
CRD 282920 · SEC 801-79298
4422C ROUTE 27, KINGSTON, NJ, 08528-0399, United States
Phone
609-631-8231
Fax
609-631-8237
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.03B
Discretionary AUM
$1.03B
Team
21 total employees; 17 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3026 | $320.1M |
| High net worth individuals | 335 | $675.1M |
| Pension/profit sharing plans | 20 | $18.9M |
| Charitable organizations | 9 | $3.4M |
| Corporations/business entities | 11 | $8.8M |
States served
AL, CA, CO, DE, DC, GA, IN, ME, MD, MA, MI, NJ, NY, NC, OH, PA, RI, SC, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD