Englebert Financial Advisers, LLC
Englebert Financial Advisers, LLC (CRD# 300568) is a financial advisory firm headquartered in Allentown, PA. They manage $119,389,734 in 563 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Englebert Financial Advisers, LLC
By the Numbers
-
Total Assets Under Management119MILLION
-
Total Number of Accounts563ACCOUNTS
-
Average Account Value$212,060
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.