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Building 2EASTSOUND CAPITAL ADVISORS, LLC

Map pin
Phone360-317-4688
NotebookSEC #801-129635
Total AUM
$214.6M
Employees
8
Clients
250

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
360-317-4688
Other Offices
5

ReceiptFinancials

Total AUM
$214.6M
Accounts
551
Discretionary
$214.6M
Accounts
551
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
195
AUM
$71.2M
HNW Individual Clients
49
AUM
$130.9M
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Charitable Organization Clients
1
AUM
$362K
Investment Advisor Clients
3
AUM
$0
Corporation or Business Clients
1
AUM
$10.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLAMANCNYTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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