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Building 2EAGLE WEALTH STRATEGIES

Map pinMULLICA HILL, NJ
Phone856-845-4005
NotebookSEC #801-127242
Total AUM
$653.8M
Employees
11
Clients
656

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
118 BRIDGETON PIKE
MULLICA HILL
NJ 08062
United States
Operating Hours
MON-THURS 8:30-5:00; FRI 8:30-4:00
Monday - Friday
Phone
856-845-4005
Other Offices
1

ReceiptFinancials

Total AUM
$653.8M
Accounts
1,828
Discretionary
$553.4M
Accounts
1,625
Non-Discretionary
$100.4M
Accounts
203

ContactClients

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Individual Clients
502
AUM
$183.6M
HNW Individual Clients
146
AUM
$424M
Pension/Profit Sharing Plan Clients
1
AUM
$5.7M
Charitable Organization Clients
1
AUM
$757.9K
Corporation or Business Clients
6
AUM
$39.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING FEES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNCNHNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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