Eagleview Advisors, Inc. (Doylestown)

Eagleview Advisors, Inc. is a large advisory firm based in Doylestown. It manages $542.22 million of regulatory assets for 2,022 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Colorado, and 24 other states.

Eagleview Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eagleview Advisors: assets under management

The assets under management (AUM) of Eagleview Advisors, Inc. is $542.22 million. The firm's AUM has grown by 70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $340.77 million in discretionary accounts and $201.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $174.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.15 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eagleview Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Eagleview Advisors, Inc.

Raymond Thomas Spinelli has been acting as President since 1 Jul 2013. Christian Myers Wagner has served as the Chief Investment Officer since 1 Jun 2014. Sean Michael Schmid joined the executive team most recently as the Chief Operating Officer/Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 4 indirect owners.

Based in Doylestown

The principal office where Eagleview Advisors, Inc. performs its advisory services is located at 3969 Durham Road, Doylestown, PA 18902, which is also the mailing address of the firm. An additional office of the firm is in Wilmington, DE. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1.800.626.1027 or by fax 267.864.1025. The normal business hours are 8:30am - 5:00pm est on Monday - Friday. You can find more information about the New York firm at firstsavingsonline.com.

Registered investment advisers similar to Eagleview Advisors, Inc.

• Htg Investment Advisors
• Jb Capital
• Blockhouse Capital Management
• Ascent Wealth Partners
• Toth Financial Advisory Corp
• Employer Retirement Investment Advisors
• Green Square Capital Management
• Net Return Asset Management
• Cb Capital Management
• Aegis Capital Corp
• Berens Capital
• Coeli Frontier Markets Ab
• Mason Wells Buyout Partners Iv
• Intrua Financial
• B&T Capital Management, Incorporated