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EASTOWN FINANCIAL ADVISORS, LLC
EASTOWN FINANCIAL ADVISORS, LLC is a state-registered investment adviser in GRAND RAPIDS, MI. The firm manages approximately $109 million in regulatory assets.
Overview
EASTOWN FINANCIAL ADVISORS, LLC is a state-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
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).
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.
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