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Glen Eagle Advisors, LLC

● SEC registered since 2014CRD 282920SEC# 801-79298Kingston, NJ
Export (members)
Reg. AUM
$880.5M
Employees
21
Accounts
3,251
Location
Kingston, NJ

Glen Eagle Advisors, LLC assets under management

Glen Eagle Advisors, LLC is an SEC-registered investment adviser based in Kingston, NJ. The firm has been registered since 2014. It reports $880.5 million in regulatory assets under management and employs 21 people.

Glen Eagle Advisors, LLC owners & executives

8 reported
NameTitleOwnershipSince
Carol Ann Fernandez ControlChief Financial And Operations PrincipalUnder 5%2019
Glen Eagle Investments, Inc. ControlOwnerOver 75%1988
James Patrick Oboyle ControlChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Glen Eagle Advisors, LLC manage?

Glen Eagle Advisors, LLC reports $880.5 million in regulatory assets under management on its Form ADV.

How many employees does Glen Eagle Advisors, LLC have?

Glen Eagle Advisors, LLC reports 21 employees.

Where is Glen Eagle Advisors, LLC located?

Glen Eagle Advisors, LLC is based in Kingston, NJ and has been SEC-registered since 2014.

Does Glen Eagle Advisors, LLC disclose fund performance?

Glen Eagle Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4422c Route 27, Kingston, NJ 08528-0399
Phone609-631-8231
Fax609-631-8237
Office hours8a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$880.5M
Non-discretionary$0
Total (RAUM)$880.5M