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firm profile

Eagle Financial Strategies

RIA Bangor, ME CRD 138825 Last verified October 2026

Overview

Eagle Financial Strategies is an SEC registered investment adviser based in Bangor, ME, registered since 2007. It reports $146M in assets under management across 504 accounts, with 6 employees. It has 3 investment adviser representatives.

Reported AUM
$146M
Discretionary
100%
Accounts
504
Average account
$29K
Employees
6
Advisory reps
3
Registered since
2007
Jurisdictions
6

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Pension Consulting
Client types
  • High Net Worth Individuals
  • Individuals
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

Advisory reps 3 of 3

Location

Headquarters
1 Cumberland Pl Ste 204
Bangor, ME 04401
County
Penobscot
Metro area
Bangor, ME
Region
Northeast

Registrations

Every state, with registration dates

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