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Home > Retirement Planners > new york > riverhead > EAST END FINANCIAL GROUP, INC.
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 |
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