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| Eagle Strategies LLC
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| |
|---|---|
| CRD # | 110826 |
| SEC # | 801-32987 |
| CIK # | 0001907666 |
| AUM | $20.4 BB (2024-08-28) |
| Employees | 2,567 (77% Investors, 78% Brokers) |
| Phone | 888-695-3245 |
| Address | 51 Madison Avenue New York, NY 10010 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 9.3 | |
| AAPL | 2,382,844.0 | 7.9 | |
| MSFT | 1,918,222.4 | 5.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77,336 | 11.7 |
| (b) Individuals (high net worth individuals) | 17,247 | 8.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 195 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 509 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 95,287 | 20.4 |
| By Discretionary | ||
| Discretionary | 2,652 | 1.0 |
| Non-Discretionary | 92,635 | 19.3 |
| Total | 95,287 | 20.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 20.4 | |
| Total | 95,287 | 20.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001907666] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clearstead Advisors LLC
✚
|
OH | 22.4 |
|
EP Wealth Advisors LLC
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|
CA | 22.3 |
|
Sanctuary Advisors LLC
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IN | 22.0 |
|
Cetera Advisors LLC
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|
CO | 22.0 |
|
Wellth Advisory Services LLC
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|
IL | 21.9 |
|
Matson Money Inc
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|
OH | 19.6 |
|
Allworth Financial LP
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|
CA | 19.3 |
|
Woodbury Financial Services Inc
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|
MN | 19.3 |
|
Oppenheimer Asset Management Inc
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|
NY | 18.8 |
|
Federated Global Investment Management Corp
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|
NY | 18.3 |