EAGLE WEALTH ADVISORS

2 registered advisors·CRD# 299219
SEC# 801-1175050860-462-0796
01

Firm Overview

AUM
$139M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Other: CONSULTING FEES FIXED AND HOURLY
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EAGLE WEALTH ADVISORS

2 registered advisors
Antony Carmine Naccarelli
NEW YORK, New York
Gerald Matthew Gibbons
MANHATTAN, New York
05

Office Locations

MANHATTAN, New York
1 advisor
NEW YORK, New York
1 advisor

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Data sourced from SEC Form ADV filings. EAGLE WEALTH ADVISORS (CRD# 299219) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.