| Name | Title | Ownership | Since |
|---|---|---|---|
| Deborah Lynn Duarte Control | Elected Manager | Under 5% | 2015 |
| Dylan Wei Huang Control | Chairman | Under 5% | 2021 |
| Gregory Harold Webster Control | President & Chief Executive Officer | Under 5% | 2016 |
Eagle Strategies LLC reports $25.4 billion in regulatory assets under management on its Form ADV.
Eagle Strategies LLC reports 2,804 employees.
Eagle Strategies LLC is based in New York, NY and has been SEC-registered since 1988.
Eagle Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 51 Madison Avenue, 12th Floor, New York, NY 10010 |
| Phone | (888) 695-3245 |
| Fax | (855) 452-4894 |
| Office hours | 9:00a.m. - 6:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1907666 |
| Discloses disciplinary history | Yes |
| Discretionary | $1.28B |
| Non-discretionary | $24.12B |
| Total (RAUM) | $25.4B |