Englebert Financial Advisers, LLC
Englebert Financial Advisers, LLC is an SEC-registered mass-market adviser in Allentown, PA with $156.6M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Englebert Financial Advisers, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300568, SEC 801-130503, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $156.6M (2026-06-18)
- Firm type
- Mass-Market Adviser
- Location
- Allentown, PA
- Employees
- 3
- Clients
- 297
- CRD
- 300568
- Ownership
- ENGLEBERT, JAMIE, LYN; ENGLEBERT, CHRISTOPHER, PAUL
How much AUM does Englebert Financial Advisers, LLC have?
Englebert Financial Advisers, LLC reported $156.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Englebert Financial Advisers, LLC?
Disclosed owners and executives of Englebert Financial Advisers, LLC include ENGLEBERT, JAMIE, LYN, ENGLEBERT, CHRISTOPHER, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.