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ENGLEBERT FINANCIAL ADVISERS, LLC
ENGLEBERT FINANCIAL ADVISERS, LLC
ALLENTOWN, Pennsylvania
·
2 registered advisors
·
CRD# 300568
SEC# 801-130503
0
484-350-3301
01
Firm Overview
AUM
$125M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ENGLEBERT FINANCIAL ADVISERS, LLC
2 registered advisors
Christopher Paul Englebert
ALLENTOWN, Pennsylvania
CRD# 1220085
Jamie Lyn Englebert
ALLENTOWN, Pennsylvania
CRD# 3046551
05
Office Locations
ALLENTOWN, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. ENGLEBERT FINANCIAL ADVISERS, LLC (CRD# 300568) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.