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EAST END FINANCIAL GROUP, INC.
CRD 110584 · SEC 801-34431
318 ROANOKE AVE, RIVERHEAD, NY, 11901, United States
Phone
631-727-8111
Fax
631-727-1817
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$689.2M
Discretionary AUM
$688.5M
Team
12 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $96.1M |
| High net worth individuals | 151 | $423.3M |
| Charitable organizations | 5 | $22.3M |
| State/municipal entities | 37 | $141.1M |
States served
VT, NY, NH, FL
All web addresses on file
Official SEC filing: View on IAPD