E
CRD: 159038
East West Investment Advisors, LLC
Kinsale, VA
703-883-0770 X208
$95.4M Total AUM
$95.4M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Zenith valueFoundation beacon
- Established Date
- 04-19-2012
- Office Locations
- 2
Office Locations
-- Kinsale VA
-- Mechanicsville VA
About East West Investment Advisors, LLC
East West Investment Advisors, LLC is a Kinsale-based RIA with 2 offices. The firm has been operating for 14 years. Managing $95.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$47.7M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
9.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Frontier Fusion pathway Atlas radial
Client Personas
Fusion
CRM
Quantum
Investment Themes
Zenith vector Vertex quantum Atlas
Investment Vehicles
Value Focus element
Platform
Optima
Services
Catalyst momentum Vertex Wave Timber frontier Quantum element
Technology
Vector peak Beacon insight
Owner & Executives
J
JOHN EDWARD LAWLER
President, PRINCIPAL OWNER, Registered Representative
- CRD
- #4573693
- Ownership
- 75% or more
(774) 663-2163
zenith.atlas@oakcapital.com
in linkedin.com/in/vital-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
J
James DONLIN
--
- CRD
- #2579395
(461) 301-8514
peak.matrix@northcapital.com
in linkedin.com/in/momentum-horizon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,387,902 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,387,902 | -- |
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Separately Managed Accounts
Total SMA Asset: $95,387,902
Public Funds:
10.3% Equity - Exchange:
24.9% Cash:
12.6% U.S. Government/Agency:
18.1% Municipal Bonds:
19.5% Other:
14.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $683,208,230 | 10.3% |
| Equity - Exchange | $1,651,639,314 | 24.9% |
| Cash | $835,769,292 | 12.6% |
| U.S. Government/Agency | $1,200,589,220 | 18.1% |
| Municipal Bonds | $1,293,452,475 | 19.5% |
| Other | $968,431,085 | 14.6% |
| Total | $6,633,089,616 | 100.0% |