Eagle Equity Strategies LLC is a related adviser based in Princeton. It manages $34.9 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015.
Eagle Equity Strategies provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eagle Equity Strategies LLC is $34.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Eagle Equity Strategies LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Menachem Sternberg has been acting as President since 1 Feb 2011. Eagle Trading Systems Inc. joined the executive team most recently as the Managing Member.
The principal office where Eagle Equity Strategies LLC performs its advisory services is located at 47 Hulfish St., Princeton, NJ 08542, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 609-688-2060 or by fax 609-688-2099. The normal business hours are 8am-5pm on Monday - Friday.