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EASTWARD CAPITAL PARTNERS, LLC

432 Cherry Street
West Newton, Massachusetts 02465
Tel: 617-969-6700

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About EASTWARD CAPITAL PARTNERS, LLC

EASTWARD CAPITAL PARTNERS, LLC, formally registered with the SEC as EASTWARD CAPITAL PARTNERS, LLC. The firm was established in 03/19/2012. They have over 3 offices throughout the country.

EASTWARD CAPITAL PARTNERS, LLC is a West Newton, Massachusetts based Financial Planning firm with nearly $166,132,360 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#161422
SEC#801-73730
Assets Managed by Firm$166,132,360
No. of Clients7
No. of Advisors12

Fee Structure

  • Performance Based
  • Other (PERCENTAGE OF RETURNED CAPITAL)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total7$166,132,360

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