East End Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 160261
- Registered since
- June 27, 2022
- Website
- prescientwealth.ca
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI49.29%
- Individuals48.19%
- Charitable Organizations2.52%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
East End Wealth Management is a small corporate RIA that registered with the SEC in 2022 and is owned by an individual. The firm serves both individual & family clients and institutional/business clients, delivering portfolio management for individuals/small businesses and for businesses or institutions. Its fee model combines a percentage-of-AUM component with fixed fees. East End describes itself as fixed-income oriented, is not an active ESG investor, and does not operate as a multi-state adviser, pension consultant, or capital allocator. The firm lists an insurance company among its industry affiliations.
Assets & Accounts
Investments & Alternatives
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
- Investment Grade Corp Bonds55%
- US Government Bonds15%
- Non-Investment Grade Corp Bonds10%
- Private Funds10%
- Exchange Traded Equities5%
Contacts
1 of 1
Steven Kaczmarek
President, CCOCRD 2366781
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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