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Englebert Financial Advisers, LLC

● SEC registered since 2024CRD 300568SEC# 801-130503Allentown, PA
Export (members)
Reg. AUM
$148.9M
Employees
4
Accounts
606
Location
Allentown, PA

Englebert Financial Advisers, LLC assets under management

Englebert Financial Advisers, LLC is an SEC-registered investment adviser based in Allentown, PA. The firm has been registered since 2024. It reports $148.9 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/englebert-financial-advisersView on SEC.gov ↗

Englebert Financial Advisers, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher Paul Englebert ControlFounding Partner & Chief Investment Officer25-50%2019
Jamie Lyn Englebert ControlPresident & Chief Compliance Officer50-75%2022

Frequently asked questions

How much does Englebert Financial Advisers, LLC manage?

Englebert Financial Advisers, LLC reports $148.9 million in regulatory assets under management on its Form ADV.

How many employees does Englebert Financial Advisers, LLC have?

Englebert Financial Advisers, LLC reports 4 employees.

Where is Englebert Financial Advisers, LLC located?

Englebert Financial Advisers, LLC is based in Allentown, PA and has been SEC-registered since 2024.

Does Englebert Financial Advisers, LLC disclose fund performance?

Englebert Financial Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1275 Glenlivet Drive, Suite 335, Allentown, PA 18106
Phone484-350-3301
Fax610-514-5786
Office hours8:30 a.m. - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK2097035
Discloses disciplinary historyYes

Assets under management

Discretionary$148.8M
Non-discretionary$108K
Total (RAUM)$148.9M