Eastsound Capital Advisors, LLC
Eastsound Capital Advisors, LLC (CRD# 160180) is a financial advisory firm headquartered in , . They manage $152,190,000 in 401 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management152MILLION
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Total Number of Accounts401ACCOUNTS
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Average Account Value$379,526
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, MA, WA
Clifton Hume (CRD# 2595565) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Eastsound, WA and has over 25 years of experience in the finance industry.
James McEvoy (CRD# 1645362) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Morgan Hill, CA and has over 25 years of experience in the finance industry.
David Moenning (CRD# 1023866) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Arvada, CO and has over 42 years of experience in the finance industry.
John Moore (CRD# 4638677) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Eastsound, WA and has over 20 years of experience in the finance industry.
Jeffrey Pietsch (CRD# 6011071) is an Investment Advisor Representative working at Eastsound Capital Advisors LLC in Eastsound, WA and has 14 years of experience in the finance industry.
The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Mr. Pietsch is also a co-registered representative of CONCERT Wealth Management, Inc.
Gregory Syler (CRD# 2683638) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in San Francisco, CA and has over 22 years of experience in the finance industry.
Mark Taylan (CRD# 4418749) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Morgan Hill, CA and has over 21 years of experience in the finance industry.
Robert Hanna (CRD# 2300938) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Medfield, MA and has over 31 years of experience in the finance industry.
Niels McEvoy (CRD# 7662696) is an Investment Advisor Representative working at Eastsound Capital Advisors, LLC in Morgan Hill, CA and has over 3 years of experience in the finance industry.