Overview
Assets Under Management: $2.8 billion
Headquarters: BEVERLY, MA
High-Net-Worth Clients: 66
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.35
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 323
Discretionary Accounts: 304
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 299607
Last Filing Date: 2025-01-03 00:00:00
Website: https://easterlyam.com