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THE EASTRADE ASSET MANAGEMENT CORPORATION
CRD 124232 · SEC 801-120456
NY, United States
Phone
914-762-5457
Fax
914-762-5457
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$38.0M
Discretionary AUM
$37.9M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $5.1M |
| High net worth individuals | 36 | $24.5M |
States served
NY
Official SEC filing: View on IAPD