East End Financial Group, Inc.

RIASEC RegisteredEst. 1989

Total AUM

$689M

Discretionary

$688M

100% of AUM

Avg account

$680K

Accounts

1,014

Employees

Advisory reps

Firm details

Headquarters: Riverhead, New York
CRD number: 110584
Registered since: May 15, 1989
Website: www.eastendfinancialgroup.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.41%
State / Municipal Government20.48%
Individuals13.94%
Charitable Organizations3.24%
Pension & Profit Sharing Plans0.93%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

East End Financial Group, Inc. is an independent, SEC-registered registered investment adviser (since 1989) organized as a corporation. The firm serves both individuals/families and institutional clients and acts as a capital allocator, using external managers alongside its own advice. Its compensation structure includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Advisory services emphasize financial planning and portfolio management for individuals and small businesses, with capabilities in pension consulting and in selecting other advisers on clients' behalf. The firm lists an insurance company affiliation among its industry ties. It does not report active ESG investing and is not identified as a multi-state adviser.