Englebert Financial Advisers, LLC

Englebert Financial Advisers, LLC (CRD# 300568) is a financial advisory firm headquartered in Allentown, PA. They manage $119,389,734 in 563 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1275 Glenlivet Drive, Suite 335, Allentown, PA 18106
https://www.linkedin.com/company/englebert-financial-advisers/
By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    563
    ACCOUNTS
  • Average Account Value
    $212,060
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, PA, TX, VA

Financial Advisors at Englebert Financial Advisers, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Englebert, financial advisor Allentown PA
Christopher P. Englebert
CRD#: 1220085
1275 Glenlivet Drive, Suite 335, Allentown, PA 18106

Christopher Englebert (CRD# 1220085) is an Investment Advisor Representative working at Englebert Financial Advisers, LLC in Allentown, PA and has over 40 years of experience in the finance industry.

2
Jamie Englebert, financial advisor Allentown PA
Jamie L. Englebert
CRD#: 3046551
1275 Glenlivet Drive, Suite 335, Allentown, PA 18106

Jamie Englebert (CRD# 3046551) is an Investment Advisor Representative working at Englebert Financial Advisers, LLC in Allentown, PA and has over 23 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals