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EAST END FINANCIAL GROUP, INC.

318 Roanoke Ave
Riverhead, New York 11901
Tel: 631-727-8111

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About EAST END FINANCIAL GROUP, INC.

EAST END FINANCIAL GROUP, INC, formally registered with the SEC as EAST END FINANCIAL GROUP, INC. The firm was established in 05/15/1989. They have over 2 offices throughout the country.

EAST END FINANCIAL GROUP, INC. is a Riverhead, New York based Financial Planning firm with nearly $579,190,476 assets under management, offering retirement planning & investment advisory services to 341 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110584
SEC#801-34431
Assets Managed by Firm$579,190,476
No. of Clients341
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total341$579,190,476
Individuals (other than high net worth individuals)159$87,843,299
High net worth individuals137$333,885,461
Pension and profit sharing plansFewer than 5 clients$6,311,621
Charitable organizations6$9,862,658
Corporations or other businessesFewer than 5 clients$29,094,808

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