East West Advisers
Firm details
- Headquarters
- ,
- CRD number
- 285447
- Website
- www.eastwestadvisers.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals90.65%
- Pooled Investment Vehicles9.35%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
East West Advisers is a small, privately owned LLC that provides portfolio management primarily to individuals, families and small businesses, with a fee model based on a percentage of assets under management. The firm does not identify as an ESG investor, is not registered as a multi-state adviser, and does not advertise pension consulting services. Its business activities include acting as sponsor, general partner or managing member of pooled investment vehicles, which suggests involvement in running or organizing pooled structures in addition to client-facing portfolio management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents21%
- Derivatives1%
Contacts
1 of 1
Michael Coen
Co-FounderCRD 2353391
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations