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EASTOWN FINANCIAL ADVISORS, LLC
EASTOWN FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in GRAND RAPIDS, MI. The firm manages approximately $109 million in regulatory assets.
EASTOWN FINANCIAL ADVISORS, LLC
EASTOWN FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in GRAND RAPIDS, MI. The firm manages approximately $109 million in regulatory assets. It has 5 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Grand Rapids
Corporate office
Greenwich, CT, United States
Frequently asked questions
Is Eastown Financial Advisors a single-family office or multi-family office?
Eastown Financial Advisors, LLC is structured as a registered investment advisor (RIA) and operates as a multi-family office. It manages assets for multiple unrelated high-net-worth families, distinguishing it from single-family offices that serve only one family (per SEC RIA filings).
What services does Eastown Financial Advisors provide?
The firm offers discretionary investment portfolio management, comprehensive financial planning, tax coordination, and estate planning advice. As a fiduciary RIA, it is legally required to act in clients' best interests under the Investment Advisers Act of 1940 (per SEC Form ADV).
Does Eastown make direct investments or commit to external funds?
Eastown's public disclosures do not specify its method of capital deployment. As a multi-family office, it likely allocates client assets across open-end mutual funds, ETFs, separately managed accounts, and may include pooled vehicles like private funds. No direct company investments or fund commitments are publicly disclosed.
Who are the named principals or investment professionals at Eastown?
No named principals, partners, or investment professionals are publicly attributed to Eastown Financial Advisors in SEC filings or media sources. The firm's limited public footprint includes only its SEC registration record.
Where is Eastown Financial Advisors headquartered?
Eastown Financial Advisors, LLC is headquartered in Greenwich, Connecticut, per its SEC RIA registration. The firm does not list additional office locations.
Does Eastown maintain a philanthropic foundation or separate charitable structures?
There is no public record of a charitable foundation or philanthropic entity affiliated with Eastown Financial Advisors. The firm appears focused exclusively on for-profit advisory services.
What is the typical minimum investment threshold or client profile for Eastown?
Minimum investment thresholds and specific client criteria are not publicly disclosed. As a small multi-family office registered as an RIA, the firm likely serves ultra-high-net-worth families requiring comprehensive wealth management, but no public data confirms asset minimums.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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