EAST END FINANCIAL GROUP, INC.

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

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 Status	Approved
Firm CRD#	110584
SEC#	801-34431
Assets Managed by Firm	$579,190,476
No. of Clients	341
No. of Advisors	12

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 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

More Retirement Planning firms in Riverhead, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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