EAST END FINANCIAL GROUP, INC.
Adviser information for EAST END FINANCIAL GROUP, INC. last updated from Form ADV on February 22nd, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 6 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 6 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 309 | $495.7M |
| Non-Discretionary | 16 | $2.1M |
| Total | 325 | $497.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 163 | $89.1M |
| HNW Individuals | 120 | $271.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $10.1M |
| Charitable organizations | 5 | $12.4M |
| State or municipal gov entities | 30 | $88.8M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $26.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-34431 |
|---|---|
| SEC ERA File Number | 801-34431 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 110584 |
| Legal Entity Identifier | None |
Principal Office
318 ROANOKE AVERIVERHEAD
NY
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 631-727-8111, Fax: 631-727-1817
Chief Compliance Officer
ANNMARIE ZILNICKI
PRESIDENT
318 ROANOKE AVE
RIVERHEAD
NY
United States
Tel:
6317278111
A********@***********M
(Full email address available in API data)
Industry Affiliates
| KOSINSKI ASSOCIATES, INC | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ZILNICKI, ANNMARIE | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 12/2016 | 10-25% |
| KOSINSKI, JOSEPH, JOHN | Individual | – | OWNER | 01/2007 | 5-10% |
| THE KOSINSKI TRUST #1 UAD 12/27/12 | Domestic Entity | – | TRUST | 12/2012 | 25-50% |
| THE KOSINSKI TRUST #2 UAD 12/27/12 | Domestic Entity | – | TRUST | 12/2012 | 25-50% |
| ZILNICKI, ANNMARIE | Individual | THE KOSINSKI TRUST #1 UAD 12/27/12 | TRUSTEE | 12/2012 | 50-75% |
| ZILNICKI, ANNMARIE | Individual | THE KOSINSKI TRUST #2 UAD 12/27/12 | TRUSTEE | 12/2012 | 50-75% |
| KOSINSKI, JOSEPH, JOHN | Individual | THE KOSINSKI TRUST #1 UAD 12/27/12 | TRUSTEE | 12/2012 | 50-75% |
| KOSINSKI, JACK, FRANCIS | Individual | THE KOSINSKI TRUST #2 UAD 12/27/12 | TRUSTEE | 12/2012 | 50-75% |