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EAST END FINANCIAL GROUP, INC.
CRD 110584File 801-34431
APPROVED
Retail clients
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$689.2M
Above cohort median (national)
Discretionary AUM
$688.5M
Non-discretionary $752K
Clients
360
1,014 accounts
Employees
12
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- May 15, 1989
- Principal office
- 318 ROANOKE AVE, RIVERHEAD, NY, 11901
- Phone
- 631-727-8111
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $689.2M
- Discretionary AUM
- $688.5M
- Non-discretionary AUM
- $752K
- Discretionary accounts
- 1,011
- Non-discretionary accounts
- 3
- Total accounts
- 1,014
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $22.3M |
| High net worth individuals | 151 | $423.3M |
| Pension and profit sharing plans | Fewer than 5 | $6.4M |
| State or municipal government entities | 37 | $141.1M |
| Individuals (other than high net worth individuals) | 167 | $96.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

