NO OTHER PRIMARY BUSINESS NAME
  • NO OTHER PRIMARY BUSINESS NAME
  • EASTSIDE FINANCIAL ADVISORS, LLC

Adviser Profile

As of Date 01/14/2026
Registration SEC, Approved, 03/21/2016
Other registrations (1)
Contact Info 315 xxxxxxx
AUM* 30,100,000 9%
of that, discretionary 30,100,000 9%
Number of Employees
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 320,213 24%
% High Net Worth 3.70% -28%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

46M 40M 33M 26M 20M 13M 7M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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