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Building 2THE EASTRADE ASSET MANAGEMENT CORPORATION

Map pin
Phone914-762-5457
NotebookSEC #801-120456
Total AUM
$38M
Employees
1
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00A.M.-5:00P.M.
Monday - Friday
Phone
914-762-5457

ReceiptFinancials

Total AUM
$38M
Accounts
66
Discretionary
$37.9M
Accounts
63
Non-Discretionary
$82K
Accounts
3

ContactClients

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Individual Clients
25
AUM
$5.1M
HNW Individual Clients
36
AUM
$24.5M
Pension/Profit Sharing Plan Clients
1
AUM
$8.3M
Charitable Organization Clients
1
AUM
$20.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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