EAGLE WEALTH STRATEGIES, LLC

EAGLE WEALTH STRATEGIES
WEST DEPTFORD, New Jersey·4 registered advisors·CRD# 323814
SEC# 801-1272420856-845-4005
01

Firm Overview

AUM
$498M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Other: CONSULTING FEE
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EAGLE WEALTH STRATEGIES, LLC

4 registered advisors
Christopher Thomas Tully
WEST DEPTFORD, New Jersey
Jessica Lynn Ortega
WEST DEPTFORD, New Jersey
Melissa Lynn Phillips
WEST DEPTFORD, New Jersey
Steffanie Ann Lerch
WEST DEPTFORD, New Jersey
05

Office Locations

WEST DEPTFORD, New Jersey
4 advisors

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Data sourced from SEC Form ADV filings. EAGLE WEALTH STRATEGIES, LLC (CRD# 323814) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.