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| The Eastrade Asset Management Corporation
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|
|
|---|---|
| CRD # | 124232 |
| SEC # | 801-120456 |
| CIK # | |
| AUM | $31.9 M (2025-02-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 914-762-5457 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 12.6 |
| (b) Individuals (high net worth individuals) | 6 | 12.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 60 | 31.9 |
| By Discretionary | ||
| Discretionary | 56 | 31.8 |
| Non-Discretionary | 4 | 0.1 |
| Total | 60 | 31.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 31.9 | |
| Total | 60 | 31.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Growth & Shelter Inc
✚
|
NY | 0.0 |
|
Sound & Secure Advisors LLC
✚
|
0.0 | |
|
Future Perfect Planning LLC
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|
0.0 | |
|
Magellan Financial Solutions LLC
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|
NY | 0.0 |
|
Clearview Financial Planning Inc
✚
|
NY | 0.0 |
|
International Financial Planning LLC
✚
|
0.0 | |
|
MPMG & Partners USA LLC
✚
|
NY | 0.0 |
|
Twentythree Advisory LLC
✚
|
0.0 | |
|
Passive Management LLC
✚
|
NY | 0.0 |
|
Brightstone Capital Management LLC
✚
|
0.0 |