Overview
Assets Under Management: $579 million
Headquarters: RIVERHEAD, NY
High-Net-Worth Clients: 137
Average Client Assets: $2 million
Frequently Asked Questions
EAST END FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110584), EAST END FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
EAST END FINANCIAL GROUP, INC. is headquartered in RIVERHEAD, NY.
EAST END FINANCIAL GROUP, INC. serves 137 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, EAST END FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
EAST END FINANCIAL GROUP, INC. manages $579 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, EAST END FINANCIAL GROUP, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 137
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 341
Discretionary Accounts: 328
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 110584
Last Filing Date: 2025-02-27 00:00:00
Website: https://eefgcorp.com