Eagle Financial Strategies
Eagle Financial Strategies is an SEC-registered mass-market adviser in Bangor, ME with $146.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Eagle Financial Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138825, SEC 801-120376, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $146.0M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Bangor, ME
- Employees
- 6
- Clients
- 294
- CRD
- 138825
- Ownership
- JOHNSON, PARK, OTTO; HARRISON, STEVEN, DUVAL; NICKERSON, RICHARD, MILLER
How much AUM does Eagle Financial Strategies have?
Eagle Financial Strategies reported $146.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Eagle Financial Strategies?
Disclosed owners and executives of Eagle Financial Strategies include JOHNSON, PARK, OTTO, HARRISON, STEVEN, DUVAL, NICKERSON, RICHARD, MILLER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.