SourcingSourcing

EAST END FINANCIAL GROUP, INC.

B50
CRD 110584·SEC 801-34431·RIVERHEAD, NY
AUM
$689.2M
$500M-$1B
Est. Revenue
$6.9M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EAST END FINANCIAL GROUP, INC.
CRD
110584
SEC file #
801-34431
EIN
—
DBA names
—

Economics

AUM
$689.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$361.7M → $689.2M▲ +91%
Client mix
Individuals Other167
Individuals High Net Worth151
State Or Municipal Govt37
Charitable Organizations5

Operations

Employees (total)
12
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
RIVERHEAD NY
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/11/2026
ADV-W filed at
—
Website
eastendfinancialgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE KOSINSKI TRUST #1 UAD 12/27/12
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
THE KOSINSKI TRUST #1 UAD 12/27/12
THE KOSINSKI TRUST #2 UAD 12/27/12
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EASTENDFINANCIALGROUP.COM
Rdap Domain Creation Date
2001-09-05T18:04:23Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
11
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Full
Pershing4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-05T18:04:23Z
Rdap Domain Last Changed
2025-08-21T11:29:11Z
Rdap Nameservers
Edns1.ultradns.bizEdns1.ultradns.comEdns1.ultradns.netEdns1.ultradns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (7)

7
ANNMARIE ZILNICKI
Direct Owner · 17.5%
1321897
KOSINSKI, JOSEPH, JOHN
IAR · Direct Owner · 7.5%
4633352
JEFFREY RICHARD CONNOLLY
IAR
5990424
MARY BERNADETTE LAFEMINA
IAR
4550976
JACK FRANCIS KOSINSKI
IAR
5246787
MARK ANDRE POITRAS
IAR
5574063
ERNEST VORPAHL
IAR
2717578