East Shore Advisors, LLC
RIASEC Registered
Total AUM
$300K
Discretionary
$300K
100% of AUM
Avg account
$42.9K
Accounts
7
Employees
1
Advisory reps
1
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 an independent registered investment advisor that primarily focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates as a limited liability company and is owned by an individual, emphasizing a personalized approach to wealth management. While not an active ESG investor, East Shore Advisors allocates capital primarily through traditional investment avenues, including mutual funds and equities.
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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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