East End Financial Group, Inc.
- Regulatory AUM
- $689M
- Discretionary
- $688M
- Clients
- 360
- Avg AUM / client
- $1.9M
- Accounts
- 1,014
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 167 | $96.1M | 13.9% |
| High net worth individuals | 151 | $423M | 61.4% |
| Pension and profit sharing plans | Fewer than 5 | $6.4M | 0.93% |
| Charitable organizations | 5 | $22.3M | 3.24% |
| State or municipal government entities | 37 | $141M | 20.5% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph John Kosinski | Owner | CFP Chartered Financial Consultant | Jan 2007 (20y) | ≈ 12.5% – 37.5% via The Kosinski Trust #1 Uad 12/27/12 |
| Jack Francis Kosinski | Trustee | CFP | Dec 2012 (14y) | ≈ 12.5% – 37.5% via The Kosinski Trust #2 Uad 12/27/12 |
| Zilnicki, Annmarie | Trustee | Dec 2012 (14y) | ≈ 12.5% – 37.5% via The Kosinski Trust #1 Uad 12/27/12 | |
| Ernest Vorpahl | Registered representative | CFP | May 2021 (5y) | |
| Jeffrey Richard Connolly | Registered representative | CFA | May 2021 (5y) | |
| Mark Andre Poitras | Registered representative | CFP | Jun 2021 (5y) | |
| Mary Bernadette Lafemina | Registered representative | Jan 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Kosinski Trust #1 Uad 12/27/12 | Trust | Dec 2012 | A | 25% – 50% |
| The Kosinski Trust #2 Uad 12/27/12 | Trust | Dec 2012 | A | 25% – 50% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Joseph John Kosinski: 50% – 75% of The Kosinski Trust #1 Uad 12/27/12 × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Jack Francis Kosinski: 50% – 75% of The Kosinski Trust #2 Uad 12/27/12 × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Zilnicki, Annmarie: 50% – 75% of The Kosinski Trust #1 Uad 12/27/12 × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Pershing $688M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗