$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Ember
- Established Date
- 05-03-2017
- Office Locations
- 1
Office Locations
-- Furlong PA
About East West Advisers
East West Advisers is a Furlong, PA RIA providing asset management and retirement plan guidance for retail and institutional clients, including accredited investors. Portfolios emphasize asset allocation using ETFs and other public-markets exposures, with some use of cash and derivatives, and custody at Interactive Brokers.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$139.4K AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
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Accredited Investors
Focus pioneer
Asset Classes
Signal peak
Investment Themes
Optima beacon
Investment Vehicles
Horizon
Services
Prime prime Atlas
Technology
Delta pathway
Owner & Executives
M
MICHAEL CHRISTOPHER COEN
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #2353391
- Ownership
- 75% or more
(583) 450-6163
delta.foundation@deltacapital.com
in linkedin.com/in/focus-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,067,881 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,067,881 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,781,024
Equity - Exchange:
29.7% Cash:
31.8% Derivatives:
38.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,300,732,018 | 29.7% |
| Cash | $1,392,702,968 | 31.8% |
| Derivatives | $1,686,134,097 | 38.5% |
| Total | $4,379,569,083 | 100.0% |