Bank / Wealth / TrustRIA · CRD 138825SEC-Registered

Updated:

Eagle Financial Strategies

Eagle Financial Strategies was founded in 1996 in Bangor, Maine. It functions as a wealth manager and registered investment advisor. The firm supplies...

Eagle Financial Strategies logo

Eagle Financial Strategies

Eagle Financial Strategies was founded in 1996 in Bangor, Maine. It functions as a wealth manager and registered investment advisor. The firm supplies investment advisory services that encompass asset management and financial planning. It serves individuals, corporations, and other business entities across its primary market. No additional offices, team size, or adjacent vehicles are disclosed. No operational events from the last 24 months appear in available records. The firm maintains a standard RIA mandate without documented hybrid structures, co-investor clubs, or succession details beyond basic advisory registration.

General information

Firm type

Bank / Wealth / Trust

Year founded

1996

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Bangor

Corporate office

Bangor, ME, United States

Frequently asked questions

Who runs investment decisions at Eagle Financial Strategies?

No named principals or investment committee members are disclosed in available records.

Does Eagle Financial Strategies participate in fund commitments or only direct deals?

Available information describes only general investment advisory and asset management services without specifying fund commitments or direct deal activity.

What investment stages does Eagle Financial Strategies typically target?

No stage preferences or allocation details are provided in the source material.

Where does the underlying wealth come from?

No wealth origin or founding family is disclosed.

Is Eagle Financial Strategies structured as a single family office or does it operate more like a venture firm?

The firm is identified as a registered investment advisor and wealth manager, not a family office or venture firm.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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