EAST END FINANCIAL GROUP, INC.
CRD #110584 SEC #801-34431 RIVERHEAD, NY 631-727-8111
SEC Registered
Total AUM
$579.2M
Discretionary
$577.3M
Employees
12
Clients
251
Accounts
341
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $579.2M | $577.3M | $1.8M | 12 | 0 |
| Oct 2024 | $497.8M | $495.7M | $2.1M | 12 | 0 |
| Feb 2024 | $497.8M | $495.7M | $2.1M | 12 | 0 |
| Feb 2023 | $435.8M | $433.6M | $2.1M | 11 | 0 |
| Nov 2022 | $484.1M | $481.4M | $2.7M | 13 | 0 |
| Apr 2022 | $484.1M | $481.4M | $2.7M | 13 | 0 |
| Mar 2022 | $484.1M | $481.4M | $2.7M | 13 | 0 |
| Oct 2021 | $407.7M | $405M | $2.6M | 12 | 0 |
| May 2021 | $407.7M | $405M | $2.6M | 12 | 0 |
| Mar 2021 | $407.7M | $405M | $2.6M | 12 | 0 |
| May 2020 | $378.9M | $374.3M | $4.6M | 11 | 0 |
| Mar 2020 | $378.9M | $374.3M | $4.6M | 11 | 0 |
| Jan 2020 | $361.7M | $353.1M | $8.6M | 12 | 0 |
| Mar 2019 | $361.7M | $353.1M | $8.6M | 12 | 0 |
| Mar 2018 | $350.5M | $337.4M | $13.1M | 12 | 0 |
| Sep 2017 | $339M | $334M | $5M | 12 | 300 |
| Aug 2017 | $339M | $334M | $5M | 12 | 300 |
| Mar 2017 | $339M | $334M | $5M | 11 | 300 |
| Jun 2016 | $305.2M | $299.1M | $6M | 11 | 300 |
| Mar 2016 | $305.2M | $299.1M | $6M | 11 | 300 |
| Apr 2015 | $314.2M | $307.8M | $6.4M | 11 | 300 |
| Mar 2014 | $298.2M | $292.2M | $6M | 11 | 300 |
| Apr 2013 | $262.2M | $255.6M | $6.6M | 11 | 300 |
| May 2012 | $194.2M | $186.2M | $8M | 6 | 300 |
| Mar 2012 | $217.6M | $210.4M | $7.2M | 6 | 300 |
| Jun 2011 | $194.2M | $186.2M | $8M | 10 | -- |
| Mar 2011 | $167.9M | $156.7M | $11.1M | 10 | -- |
| Jun 2010 | $167.9M | $156.7M | $11.1M | 10 | -- |
| Oct 2009 | $130.5M | $98.7M | $31.7M | 10 | -- |
| Jun 2005 | $87.9M | $52.3M | $35.7M | 5 | -- |
| Jun 2004 | $76.3M | $43.8M | $32.5M | 5 | -- |
DateFeb 2025
Total AUM$579.2M
Discretionary$577.3M
Non-Disc.$1.8M
Employees12
Clients0
DateOct 2024
Total AUM$497.8M
Discretionary$495.7M
Non-Disc.$2.1M
Employees12
Clients0
DateFeb 2024
Total AUM$497.8M
Discretionary$495.7M
Non-Disc.$2.1M
Employees12
Clients0
DateFeb 2023
Total AUM$435.8M
Discretionary$433.6M
Non-Disc.$2.1M
Employees11
Clients0
DateNov 2022
Total AUM$484.1M
Discretionary$481.4M
Non-Disc.$2.7M
Employees13
Clients0
DateApr 2022
Total AUM$484.1M
Discretionary$481.4M
Non-Disc.$2.7M
Employees13
Clients0
DateMar 2022
Total AUM$484.1M
Discretionary$481.4M
Non-Disc.$2.7M
Employees13
Clients0
DateOct 2021
Total AUM$407.7M
Discretionary$405M
Non-Disc.$2.6M
Employees12
Clients0
DateMay 2021
Total AUM$407.7M
Discretionary$405M
Non-Disc.$2.6M
Employees12
Clients0
DateMar 2021
Total AUM$407.7M
Discretionary$405M
Non-Disc.$2.6M
Employees12
Clients0
DateMay 2020
Total AUM$378.9M
Discretionary$374.3M
Non-Disc.$4.6M
Employees11
Clients0
DateMar 2020
Total AUM$378.9M
Discretionary$374.3M
Non-Disc.$4.6M
Employees11
Clients0
DateJan 2020
Total AUM$361.7M
Discretionary$353.1M
Non-Disc.$8.6M
Employees12
Clients0
DateMar 2019
Total AUM$361.7M
Discretionary$353.1M
Non-Disc.$8.6M
Employees12
Clients0
DateMar 2018
Total AUM$350.5M
Discretionary$337.4M
Non-Disc.$13.1M
Employees12
Clients0
DateSep 2017
Total AUM$339M
Discretionary$334M
Non-Disc.$5M
Employees12
Clients300
DateAug 2017
Total AUM$339M
Discretionary$334M
Non-Disc.$5M
Employees12
Clients300
DateMar 2017
Total AUM$339M
Discretionary$334M
Non-Disc.$5M
Employees11
Clients300
DateJun 2016
Total AUM$305.2M
Discretionary$299.1M
Non-Disc.$6M
Employees11
Clients300
DateMar 2016
Total AUM$305.2M
Discretionary$299.1M
Non-Disc.$6M
Employees11
Clients300
DateApr 2015
Total AUM$314.2M
Discretionary$307.8M
Non-Disc.$6.4M
Employees11
Clients300
DateMar 2014
Total AUM$298.2M
Discretionary$292.2M
Non-Disc.$6M
Employees11
Clients300
DateApr 2013
Total AUM$262.2M
Discretionary$255.6M
Non-Disc.$6.6M
Employees11
Clients300
DateMay 2012
Total AUM$194.2M
Discretionary$186.2M
Non-Disc.$8M
Employees6
Clients300
DateMar 2012
Total AUM$217.6M
Discretionary$210.4M
Non-Disc.$7.2M
Employees6
Clients300
DateJun 2011
Total AUM$194.2M
Discretionary$186.2M
Non-Disc.$8M
Employees10
Clients--
DateMar 2011
Total AUM$167.9M
Discretionary$156.7M
Non-Disc.$11.1M
Employees10
Clients--
DateJun 2010
Total AUM$167.9M
Discretionary$156.7M
Non-Disc.$11.1M
Employees10
Clients--
DateOct 2009
Total AUM$130.5M
Discretionary$98.7M
Non-Disc.$31.7M
Employees10
Clients--
DateJun 2005
Total AUM$87.9M
Discretionary$52.3M
Non-Disc.$35.7M
Employees5
Clients--
DateJun 2004
Total AUM$76.3M
Discretionary$43.8M
Non-Disc.$32.5M
Employees5
Clients--