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
Po Box 437, Center Sandwich, NH 03227
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA, ME, NH

Financial Advisors at Engels Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Engels, financial advisor Center Sandwich NH
David T. Engels
CRD#: 2210055
Center Sandwich, NH

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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