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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Englebert Financial Advisers LLC
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|---|---|
| CRD # | 300568 |
| SEC # | 801-130503 |
| CIK # | |
| AUM | $148.9 M (2025-04-04) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 484-350-3301 |
| Address | 1275 Glenlivet Drive Allentown, PA 18106 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 55.1 |
| (b) Individuals (high net worth individuals) | 24 | 48.4 |
| (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 | 5 | 1.1 |
| (i) State or municipal government entities | 23 | 28.2 |
| (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 | 5 | 16.1 |
| (n) Other | 0 | 0.0 |
| Total | 606 | 148.9 |
| By Discretionary | ||
| Discretionary | 605 | 148.8 |
| Non-Discretionary | 1 | 0.1 |
| Total | 606 | 148.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.9 | |
| Total | 606 | 148.9 |
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|---|---|---|
|
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MD | 0.2 |
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CA | 0.2 |
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Clearbrook Investment Solutions LLC
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NY | 0.1 |
|
Kelsey Financial LLC
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CA | 0.1 |
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OK | 0.1 |
|
Spectrum Advisors Inc
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TX | 0.1 |
|
Vauban Wealth Management
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|
PR | 0.1 |
|
Goldman Financial Planning LLC
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ME | 0.1 |
|
Intentional LLC
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SC | 0.1 |
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KS | 0.1 |