RIA Intel›Advisers›Michigan›EASTOWN FINANCIAL ADVISORS, LLC

EASTOWN FINANCIAL ADVISORS, LLC

Advisory

GRAND RAPIDS, MI

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in MI

#389

of 521 advisers by AUM

Average account

$174K

across 626 accounts

AUM per adviser

$55M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$109M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$109M

Discretionary AUM$109M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients260

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

260 clients

32 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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