Glen Eagle Advisors, LLC
● SEC registered since 2014CRD 282920SEC# 801-79298Kingston, NJ
Reg. AUM
$1.03B
Employees
21
Accounts
3,401
Location
Kingston, NJ
Glen Eagle Advisors, LLC assets under management
Glen Eagle Advisors, LLC is an SEC-registered investment adviser based in Kingston, NJ. The firm has been registered since 2014. It reports $1 billion in regulatory assets under management and employs 21 people.
Glen Eagle Advisors, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carol Ann Fernandez Control | Chief Financial And Operations Principal | Under 5% | 2019 |
| Glen Eagle Investments, Inc. Control | Owner | Over 75% | 1988 |
| James Patrick Oboyle Control | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Glen Eagle Advisors, LLC manage?
Glen Eagle Advisors, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Glen Eagle Advisors, LLC have?
Glen Eagle Advisors, LLC reports 21 employees.
Where is Glen Eagle Advisors, LLC located?
Glen Eagle Advisors, LLC is based in Kingston, NJ and has been SEC-registered since 2014.
Does Glen Eagle Advisors, LLC disclose fund performance?
Glen Eagle Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4422c Route 27, Kingston, NJ 08528-0399 |
| Phone | 609-631-8231 |
| Fax | 609-631-8237 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.03B▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.03Bregulatory AUM
Discretionary $1.03B