Engels Investment Advisors, LLC
Engels Investment Advisors, LLC (CRD# 116721) is a financial advisory firm headquartered in Center Sandwich, NH. They manage $22,975,000 in 12 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Engels Investment Advisors, LLC
By the Numbers
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Total Assets Under Management23MILLION
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Total Number of Accounts12ACCOUNTS
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Average Account Value$1,914,583
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, ME, NH
Financial Advisors at Engels Investment Advisors, LLC
1
David Engels (CRD# 2210055) is an Investment Advisor Representative working at Engels Investment Advisors, LLC in Center Sandwich, NH and has over 29 years of experience in the finance industry.
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