← Back to searchVisit website
EASTOWN FINANCIAL ADVISORS, LLC
CRD 305675
1514 WEALTHY ST SE SUITE 226, GRAND RAPIDS, MI, 49506, United States
Phone
(616) 233-9773
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$109.2M
Discretionary AUM
$109.2M
Team
5 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 225 | $57.3M |
| High net worth individuals | 32 | $49.7M |
| Charitable organizations | 2 | $2.0M |
| Corporations/business entities | 1 | $293K |
All web addresses on file
Official SEC filing: View on IAPD