Be advised. This firm is no longer registered.

East Coast Tax And Financial Planning

East Coast Tax And Financial Planning (CRD# 281462) is a financial advisory firm headquartered in Vero Beach, FL. They manage $3,230,506 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2945 Cardinal Dr., Vero Beach, FL 32963
http://eastcoasttaxandfinancial.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $67,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at East Coast Tax And Financial Planning
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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