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Building 2ENGLEBERT FINANCIAL ADVISERS, LLC

Map pinALLENTOWN, PA
Phone484-350-3301
NotebookSEC #801-130503
Total AUM
$156.6M
Employees
3
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1275 GLENLIVET DRIVE
SUITE 335
ALLENTOWN
PA 18106
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
484-350-3301

ReceiptFinancials

Total AUM
$156.6M
Accounts
615
Discretionary
$156.5M
Accounts
614
Non-Discretionary
$113.5K
Accounts
1

ContactClients

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Individual Clients
235
AUM
$56.2M
HNW Individual Clients
29
AUM
$58.9M
Charitable Organization Clients
5
AUM
$717.8K
Government Entity Clients
23
AUM
$32.6M
Corporation or Business Clients
5
AUM
$8.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLPATXVA

HandshakeAffiliates

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

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