Overview
Assets Under Management: $157 million
Headquarters: ALLENTOWN, PA
High-Net-Worth Clients: 29
Average Client Assets: $2.0 million
Frequently Asked Questions
ENGLEBERT FINANCIAL ADVISERS, LLC 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 #300568), ENGLEBERT FINANCIAL ADVISERS, LLC is subject to fiduciary duty under federal law.
ENGLEBERT FINANCIAL ADVISERS, LLC is headquartered in ALLENTOWN, PA.
ENGLEBERT FINANCIAL ADVISERS, LLC serves 29 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, ENGLEBERT FINANCIAL ADVISERS, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ENGLEBERT FINANCIAL ADVISERS, LLC manages $157 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, ENGLEBERT FINANCIAL ADVISERS, LLC 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, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.59%
Average Client Assets: $2.0 million
Total Client Accounts: 615
Discretionary Accounts: 614
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 300568
Filing ID: 2073062
Last Filing Date: 2026-03-18 18:01:23