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| Keyboard |
| East End Financial Group Inc
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|
|---|---|
| CRD # | 110584 |
| SEC # | 801-34431 |
| CIK # | |
| AUM | 689.2 M (2026-02-11) |
| Employees | 12 (50% Investors, 75% Brokers) |
| Phone | 631-727-8111 |
| Address | 318 Roanoke Ave Riverhead, NY 11901 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 96.1 |
| (b) Individuals (high net worth individuals) | 151 | 423.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.4 |
| (h) Charitable organizations | 5 | 22.3 |
| (i) State or municipal government entities | 37 | 141.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,014 | 689.2 |
| By Discretionary | ||
| Discretionary | 1,011 | 688.5 |
| Non-Discretionary | 3 | 0.8 |
| Total | 1,014 | 689.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 689.2 | |
| Total | 1,014 | 689.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Verecan Capital Management Inc
✚
|
692.7 M | |
|
Covenant Asset Management LLC
✚
|
NJ | 692.6 M |
|
ALTI Wealth Management US International Inc
✚
|
FL | 690.9 M |
|
Plan Group Financial Inc
✚
|
OK | 690.3 M |
|
Nvest Financial LLC
✚
|
NH | 688.3 M |
|
Siharum Advisors LLC
✚
|
MA | 687.5 M |
|
Atwater Malick LLC
✚
|
PA | 687.4 M |
|
Stenger Family Office LLC
✚
|
IL | 686.2 M |
|
Wealth Management Advisors LLC
✚
|
SC | 686.1 M |
|
Ma Private Wealth LLC
✚
|
CA | 686.0 M |