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Eagle Bay Advisors

EST. AUM
$680,792,794

CONTACTS
9

CLIENT ACCOUNTS
475

Firm Details

Metro area New York City
CRD Number 281675
Website eaglebayadvisors.com
Client types

Overview

Eagle Bay Family Office is a fiduciary wealth manager serving ultra-high-net-worth families. The firm provides a transparent, single-point-of-contact model for bespoke financial solutions, aligning its incentives with clients’ interests. Its core services encompass investment management, estate and tax planning, and coordination of specialized external advisors to address complex, multi-generational wealth needs.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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