East Shore Investment Management LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 328008
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
East Shore Investment Management LLC is an independent registered investment adviser operating as a limited liability company. The firm focuses on portfolio management for individuals and small businesses and charges fees as a percentage of assets under management. FINTRX records indicate ownership structure includes both a domestic entity and an individual, and the firm is not identified as an active ESG investor, multi-state adviser, pension consultant, or capital allocator. The SEC registration year is not listed in the available record.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Joel Beam
Chief Compliance OfficerCRD 2545213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 220 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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