NO OTHER PRIMARY BUSINESS NAME
EASTSIDE FINANCIAL ADVISORS, LLC Legal Name
Adviser information for NO OTHER PRIMARY BUSINESS NAME last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 107 | $27.6M |
| Non-Discretionary | 0 | $0 |
| Total | 107 | $27.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 110 | $7.3M |
| HNW Individuals | 7 | $10.5M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $9.5M |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $300,000 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 107 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Accountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-107433 |
|---|---|
| SEC ERA File Number | 801-107433 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 120371 |
| Legal Entity Identifier | None |
Principal Office
239 MARINE VIEW DRCHITTENANGO
NY
United States
Monday - Friday, 9-5
Tel: 315-967-9418, Fax: None
Chief Compliance Officer
BRYAN J. BOOHER
239 MARINE VIEW DR
CHITTENANGO
NY
United States
Tel:
315-967-9418
B******@*************M
(Full email address available in API data)
Regulatory Contact
BRYAN JAMES BOOHER
PARTNER
239 MARINE VIEW DR
CHITTENANGO
NY
United States
Tel:
3154153204
B******@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BOOHER, BRYAN, JAMES | Individual | – | CCO, MANAGING MEMBER | 06/2001 | > 75% |