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
- Individuals48.73%
- HNWI48.66%
- Charitable Organizations2.61%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
East End Wealth Management operates as a corporation and was registered with the SEC in 2022. The firm primarily serves individual and family clients, as well as institutional clients, providing portfolio management services tailored to both individuals and small businesses, as well as larger institutions. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser. Its fee structure includes a percentage of assets under management (AUM) and fixed fees. The firm has affiliations with an insurance company, enhancing its service offerings in the financial planning space.
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
- Investment Grade Corp Bonds25%
- US Government Bonds20%
- Non-Investment Grade Corp Bonds20%
- 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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