East Shore Investment Management LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
San Francisco, California
CRD number
328008
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Joel Beam

    Joel Beam

    Chief Compliance OfficerCRD 2545213

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth