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East END Financial Group, Inc.

East END Financial Group, Inc.. CRD 110584

E

CRD: 110584

East END Financial Group, Inc.

Riverhead, NY, 11901
6317278111
www.eastendfinancialgroup.com
$689.2M Total AUM
$688.5M Disc. AUM
17.0% 3Y CAGR
12 Employees
360 ADV. Clients
37 yrs Firm Age

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Firm Details

Custodian
Pershing
Clients
Retail and Institutional
Platforms
--
Established Date
05-15-1989
Office Locations
1

Office Locations

318 Roanoke AVE Riverhead NY

About East END Financial Group, Inc.

East End Financial Group is an independent, full-service RIA on Long Island’s East End providing comprehensive financial, retirement and estate planning plus ongoing portfolio management for successful small businesses and high-net-worth families. Portfolios often use public funds, ETFs and fixed income, with Pershing as a primary custodian. Known for concierge-level access and coordination with clients’ other advisors.

Team overview

55 AVG AGE
$114.9M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
8.2 yrs AVG TENURE
12 Employees
6 Advisory Reps
6 RIA Reps
37yrs Firm Age

Insights

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Asset Classes

Oak Ridge Matrix frontier

Client Personas

Timber Capital

Custodian

Eagle

Investment Themes

Unison summit North Foundation fusion

Investment Vehicles

Timber

Platform

Meridian value

Services

Eagle Value Momentum value Pioneer Zenith Capital Zenith insight Alpha summit Vital

Owner & Executives

ANNMARIE ZILNICKI

ANNMARIE ZILNICKI

Certified Financial Planner, Chief Compliance Officer, President

CRD
#1321897
Ownership
10% but less than 25%
(713) 948-6306
alpha.ridge@vitalcapital.com
in linkedin.com/in/catalyst-vertex
JOSEPH JOHN KOSINSKI

JOSEPH JOHN KOSINSKI

Certified Financial Planner, Owner

CRD
#4633352
Ownership
5% but less than 10%
(762) 392-8101
value.pioneer@momentumcapital.com
in linkedin.com/in/atlas-harbor

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Contacts

JEFFREY RICHARD CONNOLLY

JEFFREY RICHARD CONNOLLY

Partner

CRD
#5990424
(247) 331-5658
pioneer.signal@fusioncapital.com
in linkedin.com/in/pioneer-wave
JACK FRANCIS KOSINSKI

JACK FRANCIS KOSINSKI

Certified Financial Planner

CRD
#5246787
(791) 558-4193
horizon.delta@eaglecapital.com
in linkedin.com/in/glacier-matrix
N

North peak

Capital glacier

CRD
#26046
(312) 220-5534
legacy.fusion@elementcapital.com
in linkedin.com/in/legacy-delta

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-10-2022
02-13-2023
10-10-2024
02-27-2025
02-11-2026
Category Assets AVG. Account size
Discretionary $688,467,594 $680,977
Non-Discretionary $752,076 $250,692
Total $689,219,670 $679,704

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Separately Managed Accounts

Total SMA Asset: $689,219,670

$689.2M Total SMA
Public Funds:
16.3%
Equity - Exchange:
19.2%
Corporate - Investment Grade:
9.5%
Municipal Bonds:
18.4%
Cash:
12.5%
U.S. Government/Agency:
24.1%
Asset class Assets Assets %
Public Funds $818,394,075 16.3%
Equity - Exchange $963,997,929 19.2%
Corporate - Investment Grade $476,978,142 9.5%
Municipal Bonds $923,831,349 18.4%
Cash $627,602,818 12.5%
U.S. Government/Agency $1,210,018,234 24.1%
Total $5,020,822,547 100.0%

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