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ENGLEBERT FINANCIAL ADVISERS, LLC
CRD 300568 · SEC 801-130503
1275 GLENLIVET DRIVE, SUITE 335, ALLENTOWN, PA, 18106, United States
Phone
484-350-3301
Fax
610-514-5786
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$156.6M
Discretionary AUM
$156.5M
Team
3 total employees; 3 advisory reps; 9 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $56.2M |
| High net worth individuals | 29 | $58.9M |
| Charitable organizations | 5 | $718K |
| State/municipal entities | 23 | $32.6M |
| Corporations/business entities | 5 | $8.2M |
States served
PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD