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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- VertexFrontier pioneer
- Established Date
- 08-18-2010
- Office Locations
- 1
Office Locations
About Fellowship Financial Group
Fellowship Financial Group is a Florida-based RIA focused on retirement planning and client financial education. Founded by CPA/PFS Michael Eastham, the firm builds conservative, income-oriented portfolios designed to generate interest and dividend cash flow for spending or reinvestment and “organic” growth. It is a Retirement Income Source® firm backed by a national network of income specialists. Custody includes Schwab and Fidelity.
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Owner & Executives
MICHAEL DEAN EASTHAM
Chief Compliance Officer, Managing Member, President
- CRD
- #1832059
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Juan Carlos Delgado
--
- CRD
- #7960443
LISA MARIE MICHAELSON
Wealth Advisor
- CRD
- #2879167
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,510,862 | $172,577 |
| Non-Discretionary | $360,537 | $45,067 |
| Total | $175,871,399 | $171,582 |
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Separately Managed Accounts
Total SMA Asset: $175,871,399
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $473,236,418 | 5.4% |
| Corporate - Investment Grade | $1,060,400,122 | 12.1% |
| Public Funds | $1,586,218,364 | 18.1% |
| Cash | $788,727,363 | 9.0% |
| Private Funds | $1,621,272,913 | 18.5% |
| Equity - OTC | $736,145,539 | 8.4% |
| Municipal Bonds | $1,112,981,946 | 12.7% |
| Other | $1,384,654,703 | 15.8% |
| Total | $8,763,637,368 | 100.0% |