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- Custodian
- Comerica Bank ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-14-1988
- Office Locations
- 1,035
Office Locations
About Eagle Strategies LLC
Eagle Strategies provides holistic financial planning and investment guidance for individuals, families, and business owners, with emphasis on retirement planning, legacy goals, and asset protection. Advisors build personalized strategies and can leverage broader New York Life resources. Public data shows managed accounts skew heavily to ETFs (alongside mutual funds), with custody options including Fidelity/NFS.
Reported data analysis
What the numbers show
Between November 11, 2025 and July 31, 2026, reported AUM increased 26.2%, from $25.4B to $32.0B.
Across 5 reported observations, AUM increased 76.9% between July 14, 2022 and July 31, 2026, from $18.1B to $32.0B.
Of the latest reported AUM, 5.3% is discretionary and 94.7% is non-discretionary.
The firm reports 2,463 advisory representatives and 140,562 clients, or 57.1 clients per representative. That equates to $227.9K in reported AUM per client.
The profile lists 1,035 reported office locations and 37 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Eagle Strategies LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MITCHELL PARY ASCIONE
CHIEF OPERATING OFFICER, Vice President
- CRD
- #1897252
- Ownership
- Less than 5%
Angela Chen Bagtas
--
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 11 owners & executives
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EHAB ABDALLA
Financial Advisor, General Partner
- CRD
- #5570550
JOHN PAUL KILATON ABENOJA
--
- CRD
- #5866760
Showing 2 of 2471 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,695,735,091 | $485,189 |
| Non-Discretionary | $30,345,115,347 | $232,699 |
| Total | $32,040,850,438 | $239,289 |
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Separately Managed Accounts
SMA allocation detail is available
Eagle Strategies LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Eagle Strategies LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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