Overview
Assets Under Management: $146 million
Headquarters: BANGOR, ME
High-Net-Worth Clients: 45
Average Client Assets: $1.8 million
Frequently Asked Questions
EAGLE FINANCIAL STRATEGIES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138825), EAGLE FINANCIAL STRATEGIES is subject to fiduciary duty under federal law.
EAGLE FINANCIAL STRATEGIES is headquartered in BANGOR, ME.
EAGLE FINANCIAL STRATEGIES serves 45 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, EAGLE FINANCIAL STRATEGIES offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
EAGLE FINANCIAL STRATEGIES manages $146 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, EAGLE FINANCIAL STRATEGIES serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.28%
Average Client Assets: $1.8 million
Total Client Accounts: 504
Discretionary Accounts: 504
Regulatory Filings
CRD Number: 138825
Filing ID: 2056949
Last Filing Date: 2026-03-19 09:35:26