East West Advisers

RIASEC Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$139K
Accounts
22
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
285447
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals90.65%
  • Pooled Investment Vehicles9.35%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

East West Advisers is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual & family clients and institutional clients, providing discretionary portfolio management for individuals/small businesses and for pooled investment vehicles. Its compensation model combines a percentage-of-AUM fee with the capacity to charge performance-based fees. East West Advisers also takes on sponsor/GP/managing-member roles for pooled investment vehicles, indicating it both advises and has an operational role in at least some private structures. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Cash & Cash Equivalents 21%, Derivatives 1%78%
  • Exchange Traded Equities78%
  • Cash & Cash Equivalents21%
  • Derivatives1%

Owners & executives

1 of 1
  • Michael Coen

    Michael Coen

    Chief Investment OfficerCRD 2353391

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth