|
⚲
|
| Keyboard |
| Eastside Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 120371 |
| SEC # | 801-107433 |
| CIK # | |
| AUM | 30.1 M (2026-01-14) |
| Employees | |
| Phone | 315-967-9418 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 9.2 |
| (b) Individuals (high net worth individuals) | 4 | 13.2 |
| (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 | 3 | 7.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 94 | 30.1 |
| By Discretionary | ||
| Discretionary | 94 | 30.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 94 | 30.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 30.1 | |
| Total | 94 | 30.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 94 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
First Step Wealth Planning LLC
✚
|
31.3 M | |
|
Brave New Wealth LLC
✚
|
CA | 31.1 M |
|
MCA Cross Border Advisors Inc
✚
|
31.1 M | |
|
Zero Day Capital Enterprises LLC
✚
|
30.7 M | |
|
Old Field Advisors LLC
✚
|
30.6 M | |
|
Quillu Inc
✚
|
CA | 30.0 M |
|
Seneca Private Wealth LLC
✚
|
CA | 29.9 M |
|
Emstone Advisers LLC
✚
|
PA | 29.3 M |
|
Goldstone Portfolios Incorporated
✚
|
29.1 M | |
|
Beckett Clark Private Wealth LLC
✚
|
MD | 28.6 M |