East West Investment Advisors, LLC

RIASEC Registered
Total AUM
$95.4M
Discretionary
$95.4M
100% of AUM
Avg account
$745K
Accounts
128
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
159038
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI87.7%
  • Individuals10.02%
  • Charitable Organizations2.28%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

East West Investment Advisors, LLC is an independent, owner-operated registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutional entities. Its compensation structure blends an asset-based fee model with the ability to charge hourly for certain services. East West does not market itself as an ESG-focused manager and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 34%, Cash & Cash Equivalents 9%, US Government Bonds 5%, State & Local Bonds 1%, Other 1%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents9%
  • US Government Bonds5%
  • State & Local Bonds1%

Contacts

2 of 2
  • James Donlin

    James Donlin

    Managing DirectorCRD 2579395

  • John Lawler

    Investment Adviser RepresentativeCRD 4573693

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth