CRD: 305675
Eastown Financial Advisors, LLC
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- Custodian
- Capital Group · Charles Schwab & Company · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 263 clients, or 131.5 clients per representative. That equates to $415.2K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Eastown Financial Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.