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Building 2EAST END FINANCIAL GROUP, INC.

Map pinRIVERHEAD, NY
Phone631-727-8111
NotebookSEC #801-34431
Total AUM
$689.2M
Employees
12
Clients
361

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
318 ROANOKE AVE
RIVERHEAD
NY 11901
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
631-727-8111
Other Offices
1

ReceiptFinancials

Total AUM
$689.2M
Accounts
1,014
Discretionary
$688.5M
Accounts
1,011
Non-Discretionary
$752.1K
Accounts
3

ContactClients

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Individual Clients
167
AUM
$96.1M
HNW Individual Clients
151
AUM
$423.3M
Pension/Profit Sharing Plan Clients
1
AUM
$6.4M
Charitable Organization Clients
5
AUM
$22.3M
Government Entity Clients
37
AUM
$141.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNYVT

HandshakeAffiliates

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

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