Jeffrey
Pietsch

Eastsound Capital Advisors, LLC

CRD#6011071
Investment Advisor
in Eastsound, WA

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About this Advisor

Jeffrey Pietsch is a financial advisor based in Eastsound, Washington, working with Eastsound Capital Advisors, LLC. Jeffrey has previously held positions at Eastsound Capital Advisors, LLC, Maple Park Management, LLC, Jeff & Jennifer Pietsch D.B.A. Orcas Moon Alpacas, Concert Capital Management, Inc, Concert Wealth Management, Inc, Numetrix Capital, Llp, and Heritage Capital Advisors. Jeffrey is registered to provide services in California, Louisiana, Massachusetts, Texas, and Washington. Currently, Jeffrey is part of Eastsound Capital Advisors, LLC, which operates out of Eastsound, Washington. The firm has 3 offices and 6 employees. The firm manages assets totaling $152.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eastsound Capital Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

Eastsound, WA

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Eastsound Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$152,190,000

Total Number of Employees

6

Total Number of Accounts

401

Average Account Size

$379,526

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeffrey Pietsch Work History

2021 - Present (3 years)

Heritage Capital Advisors

2011 - Present (13 years)

Eastsound Capital Advisors, LLC

2009 - Present (15 years)

Jeff & Jennifer Pietsch D.B.A. Orcas Moon Alpacas

2006 - Present (18 years)

Maple Park Management, LLC

2014 - 2017 (3 years)

Concert Capital Management, Inc

2014 - 2017 (3 years)

Concert Wealth Management, Inc

2014 - 2022 (8 years)

Numetrix Capital, Llp

Disclosures

Please visit the SEC profile of Jeffrey Pietsch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eastsound Capital Advisors, LLC

Gregory Syler
San Francisco, CA
Mark Taylan
Morgan Hill, CA
Niels Mcevoy
Morgan Hill, CA
Jeffrey Pietsch
Eastsound, WA
James Mcevoy
Morgan Hill, CA
Robert Hanna
Medfield, MA
Clifton Hume
Eastsound, WA
David Moenning
Arvada, CO

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