ENGLEBERT FINANCIAL ADVISERS, LLC
CRD #300568 SEC #801-130503 ALLENTOWN, PA 484-350-3301
SEC Registered Disclosures
Total AUM
$148.9M
Discretionary
$148.8M
Employees
4
Clients
10
Accounts
606
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $148.9M | $148.8M | $107.9K | 4 | 6 |
| Mar 2025 | $148.9M | $148.8M | $107.9K | 4 | 6 |
| Jul 2024 | $125.2M | $125.1M | $53.3K | 3 | 8 |
| May 2024 | $125.2M | $125.1M | $53.3K | 3 | 8 |
DateApr 2025
Total AUM$148.9M
Discretionary$148.8M
Non-Disc.$107.9K
Employees4
Clients6
DateMar 2025
Total AUM$148.9M
Discretionary$148.8M
Non-Disc.$107.9K
Employees4
Clients6
DateJul 2024
Total AUM$125.2M
Discretionary$125.1M
Non-Disc.$53.3K
Employees3
Clients8
DateMay 2024
Total AUM$125.2M
Discretionary$125.1M
Non-Disc.$53.3K
Employees3
Clients8