firm profile
Eagle Financial Strategies
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
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 1 of 1
- Richard Miller Nickerson Managing Partner, Chief Operating Officer CRD 3245645
Advisory reps 3 of 3
- Andrew Mccard Nickerson Insurance Agent · Investment Adviser Rep CRD 6647418
- Richard M Nickerson Insurance Agent · Investment Adviser Rep CRD 3245645
- David Maurice Robbins Insurance Agent · Investment Adviser Rep CRD 2593301
Location
- Headquarters
- 1 Cumberland Pl Ste 204
Bangor, ME 04401 - County
- Penobscot
- Metro area
- Bangor, ME
- Region
- Northeast
Registrations
- SEC registered
- Registered in 6 jurisdictions
- Website: eaglefinancialstrategies.com
Every state, with registration dates
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