East End Wealth Management

RIAState Registered
Total AUM
$20.9M
Discretionary
$20.9M
100% of AUM
Avg account
$312K
Accounts
67
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
160261
Registered since
June 27, 2022
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI49.29%
  • Individuals48.19%
  • Charitable Organizations2.52%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

East End Wealth Management is a New York–registered corporate advisory firm that serves both individual/family clients and institutions. The firm is owned by an individual and delivers discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Its billing model blends percentage-of-AUM fees with fixed-fee arrangements. Investment emphasis is tilted toward fixed income rather than active ESG or pension consulting mandates. The firm lists an insurance company among its industry affiliations. It operates under state registration in New York and is not organized as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 55%, US Government Bonds 15%, Non-Investment Grade Corp Bonds 10%, Private Funds 10%, Exchange Traded Equities 5%, State & Local Bonds 5%, Cash & Cash Equivalents 3%, Public Funds/Mutual Funds 2%55%
  • Investment Grade Corp Bonds55%
  • US Government Bonds15%
  • Non-Investment Grade Corp Bonds10%
  • Private Funds10%
  • Exchange Traded Equities5%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth