The EAST COAST WEALTH MANAGEMENT is a privately held investment adviser that advises $179.99mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. EAST COAST WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 27.15% over the last 5-years.
The Group has been registered with the SEC for 1.25 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 220 RIDGEDALE AVENUE SUITE A3, FLORHAM PARK, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees decreased by 33.33% over the last 5-years.
Their $179.99mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $125.83mn or 69.91% of Total Assets and Individuals own $27.15mn or 15.09% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
EAST COAST WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.