East Shore Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 306788
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
East Shore Advisors, LLC is a small, owner-operated independent registered investment adviser serving individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses, and also lists accounting among its business activities. Fee arrangements include a percentage-of-assets-managed component and hourly charges. The adviser does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser; it is not positioned as a capital allocator or as a related adviser to another firm.
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
- Exchange Traded Equities100%
Contacts
1 of 1
Eric Haukkala
PrincipalCRD 4870864
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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