The Eastrade Asset Management Corporation is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 6, 2026, reports $38M in regulatory assets under management, 1 employee, and 66 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.0% of total clients.
Top client categories% of clientsClients
1
HNWI
59.0%
36
2
Individuals
41.0%
25
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$38Mas of February 6, 2026
Discretionary99.8%
$38M
100% of total RAUM99.8%
Non-discretionary0.2%
$82K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$38M
Total Accounts66
10Y AUM Change+$11M (+41.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee61:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.