EAST END WEALTH MANAGEMENT
Total AUM
$23.8M
Employees
1Clients
69Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
6:00 A.M.-3:00 P.M.
Monday - Friday
Monday - Friday
Phone
631-594-1069
Financials
Total AUM
$23.8M
Accounts
69Discretionary
$23.8M
Accounts
69Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
62AUM
$18.4M
HNW Individual Clients
5AUM
$4.4M
Charitable Organization Clients
1AUM
$439.7K
Insurance Company Clients
1AUM
$551.2K
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLNJNY
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.