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Eastside Financial Advisors, LLC

● SEC registered since 2016CRD 120371SEC# 801-107433
Export (members)
Reg. AUM
$30.1M
Employees
Accounts
94
Location

Eastside Financial Advisors, LLC assets under management

Eastside Financial Advisors, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2016. It reports $30.1 million in regulatory assets under management.

Eastside Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Bryan James Booher ControlCco, Managing MemberOver 75%2001

Frequently asked questions

How much does Eastside Financial Advisors, LLC manage?

Eastside Financial Advisors, LLC reports $30.1 million in regulatory assets under management on its Form ADV.

Does Eastside Financial Advisors, LLC disclose fund performance?

Eastside Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone315-967-9418
Office hours9-5
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$30.1M▲ 11%
Jan '25 — $27MFeb '25 — $27MMar '25 — $27MApr '25 — $27MMay '25 — $27MJun '25 — $27MJul '25 — $27MAug '25 — $27MSep '25 — $27MOct '25 — $27MNov '25 — $27MDec '25 — $27MJan '26 — $30.1MFeb '26 — $30.1MMar '26 — $30.1MApr '26 — $30.1MMay '26 — $30.1MJun '26 — $30.1M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers

Assets under management

$30.1Mregulatory AUM
Discretionary $30.1M