East Shore Advisors, LLC

RIASEC Registered
Total AUM
$300K
Discretionary
$300K
100% of AUM
Avg account
$42.9K
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
306788
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

East Shore Advisors, LLC is a small, owner-operated independent registered investment adviser serving individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses, and also lists accounting among its business activities. Fee arrangements include a percentage-of-assets-managed component and hourly charges. The adviser does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser; it is not positioned as a capital allocator or as a related adviser to another firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Eric Haukkala

    Eric Haukkala

    PrincipalCRD 4870864

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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth