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Eagle Strategies
Eagle Strategies was established in 1988. It functions as a subsidiary of New York Life Insurance Company and offers planning and management services to a...
Eagle Strategies
Eagle Strategies was established in 1988. It functions as a subsidiary of New York Life Insurance Company and offers planning and management services to a broad client set. The firm focuses on investment management alongside financial, charitable, and retirement planning. Its clients span individuals, trusts, estates, charitable organizations, corporations, and businesses. No specific asset-class allocations or named holdings appear in available records. No team size, additional offices, or adjacent vehicles are disclosed. No operational events from the last 24 months are recorded. Eagle Strategies operates as a subsidiary wealth manager within an insurance-company structure rather than an independent family office or standalone RIA.
General information
Firm type
Bank / Wealth / Trust
Year founded
1988
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
San Antonio, United States
Frequently asked questions
What services does Eagle Strategies provide?
The firm offers investment management, financial planning, charitable planning, and retirement planning.
Who are Eagle Strategies clients?
Clients include individuals, trusts, estates, charitable organizations, corporations, and other businesses.
What is the ownership structure of Eagle Strategies?
Eagle Strategies is a subsidiary of New York Life Insurance Company.
Profile maintained by Altss 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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