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Building 2EAGLE FINANCIAL STRATEGIES

Map pinBANGOR, ME
Phone207-989-5522
NotebookSEC #801-120376
Total AUM
$146M
Employees
6
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE CUMBERLAND PLACE
SUITE 204
BANGOR
ME 04401
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
207-989-5522

ReceiptFinancials

Total AUM
$146M
Accounts
504
Discretionary
$146M
Accounts
504
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
249
AUM
$57M
HNW Individual Clients
45
AUM
$82.2M
Pension/Profit Sharing Plan Clients
1
AUM
$6.1M
Corporation or Business Clients
1
AUM
$754.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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