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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ENGLEBERT, JAMIE, LYN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| ENGLEBERT, JAMIE, LYN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| ENGLEBERT, JAMIE, LYN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| ENGLEBERT, JAMIE, LYN | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| ENGLEBERT, CHRISTOPHER, PAUL | I | FOUNDING PARTNER & CHIEF INVESTMENT OFFICER | C | Control |
| ENGLEBERT, CHRISTOPHER, PAUL | I | FOUNDING PARTNER & CHIEF INVESTMENT OFFICER | C | Control |
| ENGLEBERT, CHRISTOPHER, PAUL | I | FOUNDING PARTNER & CHIEF INVESTMENT OFFICER | C | Control |
| ENGLEBERT, CHRISTOPHER, PAUL | I | FOUNDING PARTNER & CHIEF INVESTMENT OFFICER | C | Control |
Registrations
Federal
IA
Apr 4, 2025 REGISTERED
Notice Filings (4)
FL PA TX VA
Address
1275 GLENLIVET DRIVESUITE 335
ALLENTOWN, PA 18106
United States
Phone: 484-350-3301