Eagleview Advisors, Inc. (Doylestown)

Name: Eagleview Advisors, Inc.
Address: 3969 Durham Road, Doylestown, PA, 18902
Telephone: 1.800.626.1027

Eagleview Advisors, Inc. is a large advisory firm based in Doylestown. It manages $542.22 million of regulatory assets for 2,022 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Colorado, and 24 other states.

Eagleview Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and consulting. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eagleview Advisors: assets under management

The assets under management (AUM) of Eagleview Advisors, Inc. is $542.22 million. The firm's AUM has grown by 70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $340.77 million in discretionary accounts and $201.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $174.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.15 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eagleview Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Eagleview Advisors, Inc.

Raymond Thomas Spinelli has been acting as President since 1 Jul 2013. Christian Myers Wagner has served as the Chief Investment Officer since 1 Jun 2014. Sean Michael Schmid joined the executive team most recently as the Chief Operating Officer/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
First Savings Bank Of Perkasie	Direct owner - 100%	1 Jul 2009	75% - 100%	23-1330248
Penn Community Bank	Direct owner - 100%	1 Jul 2009	75% - 100%	23-1330248
Frederick Eberhard Schea	Director, president	1 Jul 2009	Other	5720430
Kimberly Weichel	Assistant secretary	1 Sep 2009	Other	5719231
Brian Michael Ferko	Chief compliance officer	1 Jun 2013	Other	2524425
Raymond Thomas Spinelli	Executive vice president/director	1 Jul 2013	Other	1676130
Stephanie Schwartzberg Larue	Executive vice president/general counsel	1 Jan 2014	Other	6305306
Vlad Uchenik	Chief compliance officer	1 Jan 2014	Other	4071805
Sean Michael Schmid	Chief operating officer	1 Jun 2014	Other	4252140
Christian Myers Wagner	Chief investment officer	1 Jun 2014	Other	2095048
Sean Michael Schmid	Chief operating officer/chief compliance officer	1 Sep 2015	Other	4252140

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Fsb Bankshares Corporation	Owns 100% of first savings bank of perkasie	1 Jun 2004	75% - 100%	34-2006610
Inc. Fsb Mutual Holdings	Owns 100% of fsb bankshares corporation	1 Jun 2004	75% - 100%	34-2006616
Penn Community Financial Corporation	Owns 100% of penn community bank	1 Jun 2004	75% - 100%	34-2006610
Inc. Penn Community Mutual Holdings	Owns 100% of penn community financial corporation	1 Jun 2004	75% - 100%	34-2006616

Based in Doylestown

The principal office where Eagleview Advisors, Inc. performs its advisory services is located at 3969 Durham Road, Doylestown, PA 18902, which is also the mailing address of the firm. An additional office of the firm is in Wilmington, DE. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1.800.626.1027 or by fax 267.864.1025. The normal business hours are 8:30am - 5:00pm est on Monday - Friday. You can find more information about the New York firm at firstsavingsonline.com.