CRD: 305675
Eastown Financial Advisors, LLC
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- Custodian
- Capital Group · Charles Schwab & Company · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-17-2019
- Office Locations
- 1
Office Locations
About Eastown Financial Advisors, LLC
Eastown Financial Advisors is a small, local fiduciary RIA in Grand Rapids, MI serving households with substantial assets-especially pre-retirees, retirees, and clients navigating sudden wealth, relocation, or loss of a partner. The firm provides ongoing retirement planning and portfolio management, integrating tax advising, wealth management, and health and life insurance, with a responsive, relationship-based approach. Accounts are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW CHARLES BOS
Chief Compliance Officer, Managing Member, President
- CRD
- #4011321
- Ownership
- 50% but less than 75%
DANIEL JORDAN VANDENBERG
Financial Advisor
- CRD
- #5728911
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Peter Henry Bos
--
- CRD
- #8149135
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,204,860 | -- |
| Non-Discretionary | $0 | -- |
| Total | $109,204,860 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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