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Steffanie Ann Lerch

EAGLE WEALTH STRATEGIES, LLC·WEST DEPTFORD, New Jersey
Unclaimed Profile
877 KINGS HIGHWAY, WEST DEPTFORD, NJ 08096CRD# 4573773Firm CRD# 323814
01

About

Steffanie Ann Lerch is a registered financial advisor based in WEST DEPTFORD, New Jersey, affiliated with EAGLE WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EAGLE WEALTH STRATEGIES, LLC
EAGLE WEALTH STRATEGIES
AUM
$498M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at EAGLE WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Other: CONSULTING FEE
Regulatory
SEC/IARD CRD# 4573773
Firm CRD# 323814
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steffanie Ann Lerch offer?
Steffanie Ann Lerch specializes in Financial Planning, Investment Management. Contact their office in WEST DEPTFORD, New Jersey for a consultation.
What are Steffanie Ann Lerch's credentials?
Steffanie Ann Lerch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steffanie Ann Lerch located?
Steffanie Ann Lerch is based in WEST DEPTFORD, New Jersey, working with EAGLE WEALTH STRATEGIES, LLC. Their office serves clients in the WEST DEPTFORD metropolitan area and surrounding communities.
How does Steffanie Ann Lerch charge for services?
Steffanie Ann Lerch's firm is compensated through percentage of aum, other: consulting fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EAGLE WEALTH STRATEGIES, LLC?
EAGLE WEALTH STRATEGIES, LLC has approximately 10 employees and manages $498M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST DEPTFORD
John William Kennedy — KENNEDY INVESTMENT GROUP, INC.Eugene T Donato — KENNEDY INVESTMENT GROUP, INC.Keith Robert Hering — KENNEDY INVESTMENT GROUP, INC.Christopher Thomas Tully — EAGLE WEALTH STRATEGIES, LLCMelissa Lynn Phillips — EAGLE WEALTH STRATEGIES, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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