Langhorne, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Glen Eagle Advisors, LLC
Team
Firm-wide stats for Glen Eagle Advisors, LLC
Clients per advisor
259 Very HighAvg AUM per client
$296,103 Very LowHNW client ratio
10% Very LowAbout
Glen Eagle Advisors, LLC provides investment management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non‑discretionary portfolio management through wrap and non‑wrap programs, access to third‑party managers, and consulting for corporate retirement arrangements such as 401(k) and 529 plans.
The Adviser constructs portfolios starting from a client-specific assessment and standardized asset‑allocation models, using fundamental analysis to evaluate securities and technical analysis to assist with entry and exit points, with a generally buy‑and‑hold approach supplemented by rebalancing and downside protection strategies when appropriate. Glen Eagle may allocate to institutional strategies and outside managers (including firms such as AQR), recommends alternative investments only to clients meeting its $1 million investable‑asset threshold, and provides written financial planning on an hourly basis.
Operationally, the firm maintains a broker‑dealer affiliate that introduces trades to clearing firms (including Pershing and NFS) and has access persons who are licensed insurance agents, which creates potential conflicts related to clearing‑related payments and insurance commissions; both broker‑dealer activity and insurance agency arrangements are relatively uncommon among multi‑team advisers. The firm also discloses related‑party connections—such as the CEO’s ownership interest in Circle Black, the third‑party reporting provider used in its wrap program, and the spin‑out of the alooola brand as a related registered adviser—which are notable elements of its corporate and service structure.
Based on Glen Eagle Advisors, LLC
Expertise
Based on Glen Eagle Advisors, LLC
Location
413 Executive Drive
Langhorne PA 19047
Advisors at this office
2
Advisors at this office
Charles N
Series 63, Series 65
Langhorne, PA
Glen Eagle Advisors, LLC
Charles Naddaff II is a financial advisor with Glen Eagle Advisors, LLC, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked at Glen Eagle Wealth, LLC, Naddaff Consulting, and Glen Eagle Advisors since 2016. In addition to his advisory role, he operates as an independent licensed insurance agent and provides business consulting services through Naddaff Consulting Services, Inc. Glen Eagle Advisors, LLC offers investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a client-specific approach to portfolio construction, using fundamental and technical analysis within a primarily buy-and-hold framework, and they provide access to third-party managers and alternative investments for qualifying clients.
Charles N
Series 63, Series 65
Langhorne, PA
Glen Eagle Advisors, LLC
Charles Naddaff is a financial advisor with Glen Eagle Advisors, LLC in Langhorne, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Glen Eagle Advisors and its affiliated entity Glen Eagle Wealth, LLC since 2012 and is also the owner and president of Naddaff Consulting Service Inc, a consulting firm focused on operational efficiencies and fixed insurance products since 2002. Glen Eagle Advisors, LLC provides investment management and wealth-planning services to individual and institutional clients, utilizing standardized asset-allocation models combined with fundamental and technical analysis. The firm offers discretionary and non-discretionary portfolio management, financial planning, and corporate plan consulting, often employing a buy-and-hold approach supplemented with rebalancing and stop-loss tools.
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