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GLENEAGLES INVESTMENT ADVISORS, LLC
CRD 312306 · SEC 801-120549
3715 NORTHSIDE PARKWAY,, NORTHCREEK 200, SUITE 600, ATLANTA, GA, 30327, United States
Phone
678-904-0594
Fax
678-904-0595
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.08B
Discretionary AUM
$8.4M
Team
4 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 47 | $3.07B |
| Pooled investment vehicles | 4 | $8.4M |
States served
GA
All web addresses on file
Official SEC filing: View on IAPD