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East END Wealth Management

East END Wealth Management. CRD 160261

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CRD: 160261

East END Wealth Management

Hampton Bays, NY
6315941069
www.eastendwealth.com
$18.7M Total AUM
$18.7M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
--
Established Date
06-13-2012
Office Locations
1

Office Locations

-- Hampton Bays NY

About East END Wealth Management

East End Wealth Management is a Hampton Bays, NY RIA serving retail and institutional clients with discretionary portfolio management and financial planning support, including asset allocation, portfolio construction, tax planning, and insurance/life insurance guidance. Portfolios emphasize fixed income (investment-grade, high yield, U.S. government/agency and munis) alongside ETFs, mutual funds, and select private funds/real estate. Custody includes Charles Schwab and Interactive Brokers.

Team overview

-- AVG AGE
$18.7M AVG AUM / ADVISOR
$275.3K AVG AUM / CLIENT
14 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Eagle Frontier frontier Ember

Investment Themes

Pathway Focus

Investment Vehicles

Atlas

Services

Atlas Signal Eagle radial Horizon

Owner & Executives

STEVEN JOSEPH KACZMAREK

STEVEN JOSEPH KACZMAREK

Chief Compliance Officer, President

CRD
#2366781
Ownership
75% or more
(293) 726-5600
foundation.fusion@eaglecapital.com
in linkedin.com/in/prime-legacy

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-07-2022
10-07-2023
Category Assets AVG. Account size
Discretionary $18,718,726 $345,102
Non-Discretionary $0 --
Total $18,718,726 $345,102

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Separately Managed Accounts

Total SMA Asset: $18,718,726

$18.7M Total SMA
Corporate - Investment Grade:
6.9%
Corporate - Non-Investment Grade:
16.8%
U.S. Government/Agency:
17.1%
Private Funds:
4.1%
Cash:
17.8%
Derivatives:
6.1%
Equity - Exchange:
18.6%
Other:
12.6%
Asset class Assets Assets %
Corporate - Investment Grade $397,254,396 6.9%
Corporate - Non-Investment Grade $967,228,094 16.8%
U.S. Government/Agency $984,500,024 17.1%
Private Funds $236,049,713 4.1%
Cash $1,024,801,195 17.8%
Derivatives $351,195,915 6.1%
Equity - Exchange $1,070,859,675 18.6%
Other $725,421,071 12.6%
Total $5,757,310,083 100.0%

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