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| Keyboard |
| Eagle Strategies LLC
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|---|---|
| CRD # | 110826 |
| SEC # | 801-32987 |
| CIK # | 0001907666 |
| AUM | 32.04 B (2026-03-31) |
| Employees | 2,804 (75% Investors, 80% Brokers) |
| Phone | 888-695-3245 |
| Address | 51 Madison Avenue New York, NY 10010 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.5 | ||
| SPDR Gold Trust | 11.9 | ||
| Apple Inc | 9.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84,835 | 12.9 |
| (b) Individuals (high net worth individuals) | 25,556 | 11.9 |
| (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 | 232 | 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 | 738 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 111,361 | 25.4 |
| By Discretionary | ||
| Discretionary | 3,132 | 1.3 |
| Non-Discretionary | 108,229 | 24.1 |
| Total | 111,361 | 25.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 25.4 | |
| Total | 111,361 | 25.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001907666] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 6,290 |
| Serves | Institutional, Retail, Research |
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