$32.0B Total AUM
$1.7B Disc. AUM
16.8% 3Y CAGR
3,190 Employees
140,562 ADV. Clients
37 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Comerica Bank ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Delta
- Established Date
- 10-14-1988
- Office Locations
- 986
Office Locations
1 Lakeshore Center Suites 202-204 Bridgewater MA
1 Marion Avenue Suite 301 Mansfield OH
1 OLD Main ST Trumansburg NY
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.
Team overview
47 AVG AGE
$13.0M AVG AUM / ADVISOR
$227.9K AVG AUM / CLIENT
8.3 yrs AVG TENURE
3,190 Employees
2,463 Advisory Reps
2,336 RIA Reps
37yrs Firm Age
Insights
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Asset Classes
Ridge unison Unison vertex Catalyst Pioneer alpha Harbor Vertex frontier Pathway value
Custodian
Frontier element Meridian zenith
Investment Themes
Peak Foundation north Atlas pathway Harbor Prime ember
Investment Vehicles
Bridge momentum
Platform
Atlas signal Beacon
Services
Legacy bridge Ridge Summit Ridge pioneer Pioneer Element Beacon value Prime timber
Technology
Unison
Owner & Executives
M
MITCHELL PARY ASCIONE
CHIEF OPERATING OFFICER, Vice President
- CRD
- #1897252
- Ownership
- Less than 5%
(443) 631-5957
radial.timber@insightcapital.com
in linkedin.com/in/harbor-frontier
A
Angela Chen Bagtas
--
- CRD
- --
- Ownership
- Less than 5%
(973) 523-6412
frontier.meridian@primecapital.com
in linkedin.com/in/momentum-quantum
L
Legacy beacon
Peak quantum
- CRD
- #72743
- Ownership
- 28.2%
(707) 613-9848
pathway.atlas@focuscapital.com
in linkedin.com/in/momentum-meridian
Showing 2 of 11 owners & executives
Unlock allContacts
E
EHAB ABDALLA
Financial Advisor, General Partner
- CRD
- #5570550
(569) 896-8482
quantum.prime@atlascapital.com
in linkedin.com/in/element-prime
JOHN PAUL KILATON ABENOJA
--
- CRD
- #5866760
(410) 510-8924
vertex.timber@deltacapital.com
in linkedin.com/in/ember-atlas
A
Atlas delta
Foundation foundation meridian
- CRD
- #78116
(267) 281-8824
ember.fusion@deltacapital.com
in linkedin.com/in/peak-horizon
Showing 2 of 2432 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $32,040,850,438
Equity - Exchange:
9.9% Public Funds:
9.2% Other:
19.4% Cash:
14.0% Municipal Bonds:
13.4% Corporate - Investment Grade:
17.0% U.S. Government/Agency:
17.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $125,056,587 | 9.9% |
| Public Funds | $116,214,202 | 9.2% |
| Other | $245,060,383 | 19.4% |
| Cash | $176,847,699 | 14.0% |
| Municipal Bonds | $169,268,512 | 13.4% |
| Corporate - Investment Grade | $214,743,634 | 17.0% |
| U.S. Government/Agency | $216,006,832 | 17.1% |
| Total | $1,263,197,849 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE EAGLE | MOMENTUM FUSION | T4TUMQULG | SCFE | 1.05% | $68,192,886 |
| VERTEX ATLAS VERTEX | HARBOR INSIGHT | VV751QSFI | RJU | 4.23% | $2,999,146 |
| BEACON DELTA | ALPHA SUMMIT | GUWRGGB0M | DIWM | 8.56% | $72,719,193 |
| ATLAS RADIAL NORTH | DELTA HARBOR | VZBLOELKT | DWWT | 11.58% | $75,363,194 |
| BRIDGE ELEMENT EAGLE | VITAL WAVE | BUZM0FYOY | NEB | 2.11% | $33,556,800 |
| GLACIER FRONTIER EAGLE | PIONEER ZENITH | 6LINQCCS8 | IQI | 4.19% | $99,486,709 |
| OAK FOCUS | VALUE QUANTUM | DHQ2GS7RI | HJVFY | 10.09% | $47,078,158 |
| EMBER RADIAL NORTH | FRONTIER VALUE | 70KWC2UWJ | BKFM | 10.71% | $100,119,465 |