Englebert Financial Advisers, LLC
Englebert Financial Advisers, LLC (CRD# 300568) is a financial advisory firm headquartered in Allentown, PA. They manage $125,161,376 in 577 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management125MILLION
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Total Number of Accounts577ACCOUNTS
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Average Account Value$216,917
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, LA, PA, TX, VA
Financial Advisors at Englebert Financial Advisers, LLC
1
Christopher Englebert (CRD# 1220085) is an Investment Advisor Representative working at Englebert Financial Advisers, LLC in Allentown, PA and has over 40 years of experience in the finance industry.
2
Jamie Englebert (CRD# 3046551) is an Investment Advisor Representative working at Englebert Financial Advisers, LLC in Allentown, PA and has over 23 years of experience in the finance industry.
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