EAGLE STRATEGIES LLC

NEW YORK, NY

(888) 695-3245

SEC #801-32987

Total AUM

$32B

Employees

3,190

Clients

133,906

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

51 MADISON AVENUE
12TH FLOOR
NEW YORK
NY 10010
United States

Operating Hours

9:00AM - 6:00PM
Monday - Friday

Phone

(888) 695-3245

Other Offices

891

Financials

Total AUM

$32B

Accounts

133,900

Discretionary

$1.7B

Accounts

3,495

Non-Discretionary

$30.3B

Accounts

130,405

Clients

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Individual Clients

105,597

AUM

$17.1B

HNW Individual Clients

27,125

AUM

$14.1B

Banking Clients

AUM

Pension/Profit Sharing Plan Clients

AUM

Charitable Organization Clients

286

AUM

$60.9M

Government Entity Clients

AUM

Investment Advisor Clients

AUM

Insurance Company Clients

AUM

Sovereign Wealth Fund Clients

AUM

Corporation or Business Clients

892

AUM

$731M

Services

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Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

Court Injunction (Past 10 Years)Felony ChargeFelony ConvictionLicense Revocation/SuspensionMisdemeanor ConvictionMisdemeanor Conviction ChargeOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation

State Registrations

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Affiliates

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Affiliates

Reported 34 business affiliates.

Claimed Affiliates

Reported as an affiliate by 15 other businesses.