E
$30.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
25 yrs Firm Age
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- Custodian
- Brown Brothers · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-02-2001
- Office Locations
- 1
Office Locations
-- Center Sandwich NH
About Engels Investment Advisors, LLC
Engels Investment Advisors, LLC is a Center Sandwich-based RIA. The firm has been operating for 25 years. Managing $30.8M in total assets under management, with 1 advisory representatives. They custody assets with Brown Brothers and Charles Schwab & Company.
Team overview
-- AVG AGE
$30.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
25.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
D
DAVID TERRENCE ENGELS
President, Principal
- CRD
- #2210055
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $30,750,000 | -- |
| Total | $30,750,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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