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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 typeClientsAUM
Charitable organizations5$22.3M
High net worth individuals151$423.3M
Pension and profit sharing plansFewer than 5$6.4M
State or municipal government entities37$141.1M
Individuals (other than high net worth individuals)167$96.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.