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EAST COAST ASSET MANAGEMENT, LLC
16 Martin Street
Essex, Massachusetts 01929
Tel: 978-801-0860
About EAST COAST ASSET MANAGEMENT, LLC
EAST COAST ASSET MANAGEMENT, LLC, formally registered with the SEC as EAST COAST ASSET MANAGEMENT, LLC. The firm was established in 08/05/2008. They have over 3 offices throughout the country.
EAST COAST ASSET MANAGEMENT, LLC is a Essex, Massachusetts based Financial Planning firm with nearly $615,686,680 assets under management, offering retirement planning & investment advisory services to 342 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147910 |
| SEC# | 801-69456 |
| Assets Managed by Firm | $615,686,680 |
| No. of Clients | 342 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 342 | $615,686,680 |
| Individuals (other than high net worth individuals) | 78 | $23,475,035 |
| High net worth individuals | 117 | $272,970,281 |
| Charitable organizations | Fewer than 5 clients | $8,756,663 |
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|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
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| $824,740,096,815 | 1965880 | 269 |
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