318 Roanoke Ave
Riverhead, New York 11901
Tel: 631-727-8111
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110584 |
SEC# | 801-34431 |
Assets Managed by Firm | $579,190,476 |
No. of Clients | 341 |
No. of Advisors | 12 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 341 | $579,190,476 |
Individuals (other than high net worth individuals) | 159 | $87,843,299 |
High net worth individuals | 137 | $333,885,461 |
Pension and profit sharing plans | Fewer than 5 clients | $6,311,621 |
Charitable organizations | 6 | $9,862,658 |
Corporations or other businesses | Fewer than 5 clients | $29,094,808 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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