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$38.0M Total AUM
$37.9M Disc. AUM
14.1% 3Y CAGR
1 Employees
61 ADV. Clients
5 yrs Firm Age
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- Custodian
- Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-05-2021
- Office Locations
- 1
Office Locations
-- Briarcliff Manor NY
About THE Eastrade Asset Management Corporation
THE Eastrade Asset Management Corporation is a Briarcliff Manor-based RIA. The firm has been operating for 5 years. Managing $38.0M in total assets under management, with 1 advisory representatives. They custody assets with Vanguard.
Team overview
69 AVG AGE
$38.0M AVG AUM / ADVISOR
$622.2K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL ROGER DYMANT
Chief Compliance Officer, President
- CRD
- #4623996
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,871,146 | $601,129 |
| Non-Discretionary | $82,016 | $27,339 |
| Total | $37,953,162 | $575,048 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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