EAST END FINANCIAL GROUP, INC.
Firm details
- Headquarters
- RIVERHEAD, New York
- CRD number
- 110584
- Registered since
- May 15, 1989
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.41%
- State / Municipal Government20.48%
- Individuals13.94%
- Charitable Organizations3.24%
- Pension & Profit Sharing Plans0.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
East End Financial Group, Inc. is an independent registered investment adviser that has been SEC-registered since 1989. The firm serves both individual and family clients as well as institutional accounts, providing financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The organization operates as a capital allocator and charges clients through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. It is not identified as an active ESG investor and is affiliated with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities13%
- State & Local Bonds3%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents2%
Contacts
3 of 7MARY LAFEMINA
Senior Operations SpecialistCRD 4550976
JEFFREY CONNOLLY
Portfolio ManagerCRD 5990424
JACK KOSINSKI
Senior Wealth AdvisorCRD 5246787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RIVERHEAD, NY
SUFFOLK
Location
RIVERHEAD, NY
Headquartered in RIVERHEAD, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SUFFOLK
- Address
- 318 Roanoke Ave
- Time zone
- ET (UTC-5)
- Office locations
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