East West Investment Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 159038
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI87.7%
- Individuals10.02%
- Charitable Organizations2.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
East West Investment Advisors, LLC is an independent, owner-operated registered investment adviser that serves both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutional entities. Its compensation structure blends an asset-based fee model with the ability to charge hourly for certain services. East West does not market itself as an ESG-focused manager and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities34%
- Cash & Cash Equivalents9%
- US Government Bonds5%
- State & Local Bonds1%
Contacts
2 of 2
James Donlin
Managing DirectorCRD 2579395
John Lawler
Investment Adviser RepresentativeCRD 4573693
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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